News and Research Recommendations

Provide News and Research Recommendations to Improve Your Client’s Buying Journey

Designed to provide Relationship Managers with opportunities for interactions throughout the buying journey, our News and Research Recommendations capability leverages demographic and account data via our data aggregation capabilities. NexJ uses a sophisticated AI engine to match client interests to news from either wealth management-specific premium news feeds, 15k publicly available news streams, or a firm’s own research. Content is presented in client-specific dashboard. Advisors can browse content and send articles to clients with the click of a button.

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 News and Research Recommendations 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 News and Research Recommendations Feature Can Provide You

  • Identify new opportunities for sales and service
  • Improve client experience by delivering relevant and meaningful content with no paywalls or ads
  • Save time by automating the selection of content that match client interests
  • Build loyalty by enabling regular, proactive interactions with clients
  • Provide Relationship Managers with 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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