Insights

Provide Insights to Improve Your Client’s Buying Journey

Designed to provide Relationship Managers with opportunities for interactions throughout the buying journey, our Insights capability leverages demographic and account data via our data aggregation capabilities. Through its Artificial Intelligence (AI) engine, it matches each client profile with relevant digital engagement content from more than 15,000 global news publishers.

 

Deliver Valuable, Targeted Content to Relationship Managers

The AI engine matches the profile with relevant digital engagement content and delivers it to the Relationship Manager by:

  • Exposing it in the Customer Insights tab
  • Sharing it within CRM for Private Banking and using business rules to prompt Relationship Managers for proactive interactions
  • Attaching an article to an entity (e.g. an opportunity)

On top of that, you can also configure rules to deliver targeted offers to anonymous prospects based on their previous clicks on content shared in social channels.

 

The Value that Our Insights Feature Can Provide You

  • Identify new opportunities for sales and service
  • Build a strong relationship built on value-added interactions and influence the customer journey
  • Engage in meaningful client interactions at the right time
  • Deliver a value-added client experience between financial transactions to drive loyalty
  • Provide Relationship Managers targeted content to guarantee compliance with regulations, and up-to-date information to better service their clients

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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