News and Research Recommendations

Provide News and Research Recommendations to Improve Client Success

Designed to provide you with content for opportunities for interactions throughout the client journey, our News and Research Recommendations capability leverages demographic and account data. Through its Artificial Intelligence (AI) engine, it matches each customer profile with relevant digital content from more than 15,000 global news publishers.

The AI engine matches the profile with relevant digital content and delivers it to the end user by:

  • Exposing it in the Customer News and Research Recommendations tab
  • Sharing it within NexJ CRM and using business rules to prompt users for proactive interactions
  • Attaching the article to an entity (e.g. an opportunity)

The Value that Our News and Research Recommendations Feature Can Provide You:

  • Engage in meaningful client interactions at the right time
  • Deliver a value-added client experience between financial transactions to drive loyalty
  • Provide you targeted content to ensure that it complies with corporate and regulatory requirements, and up-to-date information to better service your clients

You can leverage engagement activity to drive value-added interactions, influence the client journey, and identify new opportunities for sales and service.

And that’s just the beginning of your NexJ CRM journey!

Get started today and let us help you attain success.

Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.

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Have a question? Get in touch with us today.

Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.

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