Banking & Financial Services

Customer relationship management software for wealth management firms has to be sophisticated and flexible to adapt to changing conditions. Securing and maintaining client information, while meeting industry-specific compliance guidelines, isnít easy for a generic CRM solution. Designed for the needs of financial institutions, Wealth Management CRM software provides wealth managers, and hedge fund and portfolio managers with a 360-degree view of client interactions.

Benefits :
  • 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 clientís 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 clientsí needs.
  • Easily configure reports to meet your firmís specific needs.
  • Work from anywhere with mobile access to your calendar, contacts and activities.

Digital Transformation Consulting


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.

We are ready to work from a rough concept up to bring your ideas to life. Contact us today for a free consultation.
Get Your Quote


Customer Experience Consulting

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.

Tell us more about your business and we will suggest a loyalty program that will work best for your customers. Contact Us


Solution Implementation

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 bankís unique business models, we can create a solution from scratch thereby satisfying your needs much more precisely than any off-the-shelf product.

We are ready to work from a rough concept up to bring your ideas to life. Contact us today for a free consultation. Get Your Quote



Solution Maintenance & Support

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

We are ready to work from a rough concept up to bring your ideas to life. Contact us today for a free consultation. Get Your Quote