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Average Ratings 0 Ratings
Description
At Jocata Financial Advisory and Technology, we are focused on developing innovative solutions for the BFSI sector, including digital lending, onboarding, AML, and fraud management systems. Based in Hyderabad, we cater to numerous prominent banks and NBFCs both in India and internationally. Our advanced technology platform, Jocata GRID, is designed as a dynamic digital ecosystem that efficiently processes millions of transactions daily, providing solutions that enhance business growth, improve operational efficiency, deliver risk-adjusted insights, and maintain regulatory compliance. Our customizable workflow engine integrates all essential operational participants into a cohesive virtual platform, facilitating effective management and oversight of business processes. We streamline the process of gathering customer information from various sources such as financial institutions, watchlists, statutory authorities, credit bureaus, and social networks, and we leverage cutting-edge technologies to analyze this data before presenting it in the most user-friendly format possible. This holistic approach not only strengthens our clients' capabilities but also positions them to adapt to the rapidly evolving financial landscape.
Description
Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals.
CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships.
CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships.
CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service.
CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions.
CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business.
Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Facebook
No
Google Cloud Platform
No
LinkedIn
No
Pricing Details
$100,000 per feature per year
Free Trial
Yes
Free Version
No
Pricing Details
Please contact or book a demo with NexJ Systems for pricing information.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Jocata Financial Advisory & Technology
Founded
2010
Country
India
Website
jocata.com
Vendor Details
Company Name
NexJ Systems Inc.
Founded
2003
Country
Toronto, Ontario
Website
www.nexj.com
Product Features
AML
Behavioral Analytics
Yes
Case Management
No
Compliance Reporting
Yes
Identity Verification
No
Investigation Management
No
PEP Screening
No
Risk Assessment
Yes
SARs
No
Transaction Monitoring
No
Watch List
No
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
Yes
Customer Engagement
No
Performance Management
No
Risk Management
Yes
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
Yes
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No
Product Features
AML
Behavioral Analytics
Yes
Case Management
Yes
Compliance Reporting
Yes
Identity Verification
No
Investigation Management
No
PEP Screening
No
Risk Assessment
Yes
SARs
No
Transaction Monitoring
No
Watch List
No
Banking
ATM Management
Yes
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
Yes
Credit Union
Yes
Investment Banking
Yes
Multi-Branch
No
Online Banking
No
Private Banking
Yes
Retail Banking
No
Risk Management
Yes
Securities Management
Yes
Transaction Monitoring
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Customer Advocacy
Advocate Management
No
Campaign Management
Yes
Communication Management
No
Community Management
No
Gamification
No
Referral Tracking
No
Reporting/Analytics
Yes
Rewards Program
No
Social Engagement
Yes
Customer Engagement
Analytics
Yes
Churn Management
Yes
Communication Management
Yes
Community Management
No
Content Syndication
Yes
Feedback Collection
Yes
Gamification
No
Live Chat
No
Video Content
Yes
Customer Experience
Action Management
Yes
Analytics
Yes
Customer Segmentation
Yes
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
Yes
Multi-Channel Collection
Yes
Sentiment Analysis
Yes
Survey Management
No
Text Analysis
No
Trend Analysis
Yes
Customer Loyalty
CRM
Yes
Corporate Memberships
No
Customer Activity Tracking
Yes
Discount Management
No
Gift Card System
No
Loyalty Card System
No
Member Portal
No
Membership Management
No
No-Card Loyalty System
No
Referral Tracking
No
Rewards Management
Yes
Customer Success
Account Alerts
Yes
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
Yes
Onboarding
Yes
Revenue Management
Yes
Usage Tracking / Analytics
Yes
Win / Loss Analysis
Yes
Event Management
Attendee Management
Yes
Badge Management
No
Conferences / Conventions
No
Exhibit / Vendor Management
No
Gamification
No
Room Block Management
No
Social Media Promotion
No
Sponsorship Management
No
Surveys & Feedback
No
Ticketing
No
Volunteer Management
No
Weddings / Parties
No
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Financial Management
Budgeting & Forecasting
No
Cash Management
Yes
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
Yes
Investment Management
Yes
Project Management
Yes
Revenue Recognition
No
Risk Management
No
Tax Management
No
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
Yes
Customer Engagement
Yes
Performance Management
Yes
Risk Management
No
Social CRM
Calendar/Reminder System
No
Customer Support
No
Email Marketing
No
Lead Capture
No
Lead Nurturing
No
Live Chat
No
Marketing Automation Integration
No
Multi-Channel Social Integration
No
Social Media Monitoring
No
Task Management
No