Connect client information and business workflows.
Advice, service and internal reviews need current information across systems. We integrate CRM, data and applications and make knowledge usable with NXTGN AI CORE and appropriate access.
Explore this topicConsistent client service needs clear data ownership.
Contacts, companies and active cases often span multiple systems. Define required records, ownership and permissions so handovers and follow-up stay in context.
- CRM
- Relationships, cases & ownership
- Daten
- Quality, provenance & reporting
- KI
- Terminology, evidence & access
Map client relationships across teams and systems
Business clients have multiple contacts, entities and active concerns. Data models and CRM workflows capture these relationships with team ownership and access rules.
For banks we deliver integrations with strict security requirements. Chinese walls separate information between departments. We enforce them technically in the CRM and in the interfaces.
Dynamics 365 connects to specialist and ERP systems through agreed master data, status and document references. It complements rather than replaces core banking.
Organise traceable reviews and approvals
Reviews need input, ownership and a recorded status. Suitable applications can integrate external screening or information services via available interfaces.
- Progress
- Show outstanding items, owners and approvals in the case.
- Data quality
- Address duplicates, missing data and inconsistent definitions.
- Traceability
- Agree evidence and handovers with business owners.
Connect knowledge, terminology and access
NXTGN AI CORE connects approved sources, terminology and relationships in a knowledge graph. Ontology provides context for analysing records and producing evidence.
We assess sources, freshness, roles and quality. This knowledge support does not make automated credit or investment decisions. Requirements are agreed for the specific deployment.
CRM for banks with KYC and Chinese walls
For several banks we implemented CRM solutions with KYC checks and Chinese walls and connected data providers such as Dun & Bradstreet, Moody's and Bloomberg. In many banks this was the first solution in the cloud. High transaction volumes also run securely through the interfaces.
- Checks
- KYC with external data providers
- Access
- Chinese walls in the CRM and the interfaces
- Cloud
- often the first cloud solution in the bank
Manage using consistent definitions
Client, service and handling data can serve management and operations. Define metrics, provenance and updates before building reports.
Power BI and Fabric complement operational applications. This vendor view contains sample data, not a banking reference project.
Data and analyticsHow we work with you
Define workflow and data
Review a client or review workflow and its systems.
Plan access and integration
Define roles, information boundaries and data owners.
Test business and technical quality
Review handling, quality and exceptions with business teams.
Questions & answers
Does NXTGN take regulatory responsibility?
We deliver the agreed scope. Requirements and evidence are defined with your owners; software alone does not guarantee compliance.
Can existing information services be integrated?
We assess APIs, usage rights and data needs and align integration with your workflow.
Which workflow needs better information?
Discuss records, teams and systems and assess how CRM, applications and AI can support them.