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Banking & Finance



Building custom based solutions in banking & finance sector

  • Build stronger customer relationships. Capture, centralize and share client information in a secure database. Wealth Management CRM gives you a 360-degree view of your client or household. Comprehensive insight helps you make recommendations tailored to each client’s needs.
  • Create and manage marketing campaigns and client communications that inform and build stronger relationships.
  • Automate common administration processes to improve compliance and free advisors to spend more time on client relationships.
  • Manage risk by tracking all communications related to clients, sponsors and products.
  • Gain immediate visibility into asset allocation, client performance and performance history based on your clients’ needs.
  • Easily configure reports to meet your firm’s specific needs.
  • Work from anywhere with mobile access to your calendar, contacts and activities.


Whether you need to develop an enterprise digital strategy or move to a new technology platform, Nexit will work closely with you to improve your IT ecosystem. Our IT consultants will help you identify how banking solutions can reinvent your business, as well as help you choose the most suitable platform, and estimate costs.

Nexit clearly understands what makes excellent customer experience and how software can optimize and enhance all stages of the CXM cycle. Our CX consultants will guide you through a variety of solutions for customer experience management helping to choose and implement the most suitable ones.

Backed by deep expertise in implementing platform-based solutions, Nexit can meet the ever-changing needs of any banking environment at any scale. To reflect your bank’s unique business models, we can create a solution from scratch thereby satisfying your needs much more precisely than any off-the-shelf product.

In case you need a dedicated IT team to upgrade your banking software, Nexit can ensure support and maintenance services. With Nexit’s help, you can reduce the cost of technical support as well as get upgrades, design update, performance tuning, and patches for your banking systems.

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