Powerful messaging system integrated
with leading CRM application allows corporate banking firms and
wealth managers to better engage on accounts
TORONTO,
Oct. 3, 2018 /PRNewswire/
- NexJ Systems Inc. (TSX: NXJ), a provider of
intelligent customer management software to the financial services
industry, announces a partnership with the cloud-based secure team
collaboration platform Symphony Communication Services, LLC to
offer a product that allows corporate banks to engage with
colleagues and clients in new and exciting ways. The integrated
solution will be on display at Symphony Innovate 2018.
Symphony was founded in 2014 by a consortium of 15
financial institutions, and has evolved into a powerful integrated
messaging platform that offers its clients the ability to quickly
and easily build chatbots that connect to other client ecosystem
components and trading platforms.
The collaboration with NexJ Systems enables communication
with internal and external teams, allows for secure sharing of
documents and content, and facilitates meetings with conferencing
and screen sharing. Symphony's open APIs allow for the streamlining
and automation of workflows and has been effectively leveraged by
NexJ Systems to transform the way users in capital markets and
corporate banking communicate effectively and securely with a
single workflow application.
"Together, NexJ CRM and Symphony combine to be a powerful
productivity tool. Corporate banking firms can leverage Symphony's
powerful messaging capabilities alongside NexJ's
award-winning Intelligent Customer Management software
to enhance communication between colleagues and clients thereby
improving the customer experience," says Matthew Bogart, Vice President of Marketing at
NexJ Systems Inc.
NexJ CRM integrated with Symphony allows users to see
rolled up client revenue from CRM with seamless access to NexJ's
CRM applications and connected information inside Symphony such as
client profiles and relationship hierarchies. It also allows users
to take advantage of market-leading CRM functionality built
specifically for markets and banking, build deep relationships with
colleagues, leverage all aspects of NexJ CRM and benefit from an
integrated collaboration and client engagement platform on the
desktop as well as mobile.
There are also specific advantages in wealth management,
as the platform enables financial advisors to offer higher-value
added services to scale their business. This can be done by
leveraging customized bots to drive advisor efficiency. "Chatbots
can also be used to provide real-time performance and planning
insights to advisors, depending on future integrations with
financial planning software," says Kelley
Byrnes, Senior Analyst at research and advisory firm
Celent.
"We are excited to offer the NexJ app to our growing
community of users. NexJ is a great fit with Symphony because it
potential to change how our clients across capital markets and
corporate banking engage with their customersoffers our customers a
seamless platform and world-class user experience. It is a
partnership with the ," says Jonathan
Williams, Global Head of Partners at Symphony.
Here are some of the other benefits offered by the
platform:
- Routine tasks can be made fast and easy.
- Meetings can be booked using NexJ Systems natural
language chatbot.
- Call lists can be built and client profile information
accessed for a quick view.
- Augmentation capabilities allow chatbots to relay
real-time intelligence.
- Events in roadshows can be viewed and free bookings made
by a chat assistant.
- Users get access to Symphony's Trusted Global
Directory.
- Complex data security and regulatory compliance needs are
met by data-sharing in journals.
- Chats can be leveraged with integrated drag-and-drop
document sharing and screen sharing.
Click here to view a demo video of the integrated solution
or here to read more about how capital markets and corporate banks
can connect, collaborate, and deliver results to internal and
external teams through the Symphony integration to NexJ CRM. For
more information, please visit www.nexj.com or email
info@nexj.com.
About NexJ Systems Inc.
NexJ
Systems is a provider of Intelligent Customer Management software
for the financial services industry.The Intelligent Customer
Management suite is comprised of NexJ's award winning-products that
use artificial intelligence to optimize customer management and
increase advisor productivity, and cognitive applications that use
machine learning to recommend the right actions to work smarter and
faster.
Based in Toronto, NexJ
has clients throughout North
America, Asia Pacific and
in Europe. For more
information about NexJ
visit www.nexj.com,
e-mail info@nexj.com,
or call 416-222-5611. Join us on LinkedIn, follow us on Twitter,
subscribe to our YouTube channel, like us on Facebook or hang out
with us on Google+.
About Symphony
Symphony transforms
the way users communicate effectively and securely with a single
workflow application. Forging a new path in the industry, Symphony
is designed to help individuals,
teams,andorganizations of
all sizes improve productivitywhile
meeting complex data security and regulatory compliance needs.
Symphony was founded in October 2014
and is headquartered in Palo Alto,
CA, with offices in New
York, Hong Kong,
Singapore,
Paris,
Tokyo, Stockholm,
Sophia-Antipolis, and
London.
For more information, visit www.symphony.com and connect
with Symphony on Twitter,
Facebook,andLinkedIn.
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SOURCE NexJ Systems Inc.