Designed to provide advisors with opportunities for interactions throughout the buying journey, our News and Research Recommendations capability leverages demographic and account information 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.
The AI engine matches the profile with relevant digital engagement content and delivers it to the end user by:
Advisors can also 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!
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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.Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right