Delivering superior service at every stage of the customer lifecycle is challenging. Firms must personalize service workflows to make interactions engaging and efficient while ensuring they are fully compliant with regulations at all times. NexJ Customer Process Management (CPM) provides business process management functionality that can be integrated into existing CRM solutions to address key workflows across the entire customer lifecycle.

By taking a customer-centric focus to business process management, NexJ CPM is specifically designed to quickly guide users through complex workflows while ensuring all the right data is captured correctly the first time, with no need for duplicate data entry. Available as a stand-alone product or as part of NexJ CRM, NexJ CPM helps firms automate and streamline client onboarding, Know Your Customer (KYC), quoting, and more.