NexJ Nudge™️

Leverage Our Robust Recommendation Engine to Boost Performance and Drive Client Success

Designed to help improve client outcomes to drive success, our NexJ NudgeTM module equips you with data-driven recommendations around the best actions your clients can take using the right channels – and in real time, at that.  This is achieved by leveraging competitive assets, and using data and analytical insights to serve customers in a more relevant and contextual manner.

So How Does NexJ NudgeTM Work?

The key steps around NexJ NudgeTM are:

  1. Create an exhaustive client profile by leveraging data from the Comprehensive Customer View
  2. Once prompted, generate the recommended actions:
    • Know Your Customer Reviews: Help schedule meetings, prepare documents, pre-populate forms and automate processes
    • Non-financial Touchpoints: Recommend relevant content via NexJ Insights
    • Financial Reassurance: Auto-create call lists (clients that need to be contacted) in a market downturn
    • Cross-selling opportunities: Identify opportunities for new products and services
  3. Rank and communicate the recommendations to your client
  4. Measure the outcomes and feed them back to the module to refine your rules

 

Supplement Intelligence to Drive Engagement and Compliance

NexJ NudgeTM, will provide your clients key benefits, including:

  • Efficiency: By boosting user efficiency by supplementing intelligence and automating processes
  • Deeper Relationships: By fostering stronger client relationships and driving loyalty
  • Driving compliance: Achieved by incorporating regulatory frameworks and issuing alerts effectively
  • Increasing growth

And that’s just a preview!

 

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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