Throughout our conversation, we discussed the future of advisor efficiency, the current state of next best action, and how firms can implement tools to help advisors be at the top of their game.

This webinar, you will have access to the following recordings:

1. What is driving the need to invest in solutions that improve the efficiency and productivity of a financial advisor?
2. How should firms address the need for an advisor experience that optimizes performance?
3. What are you seeing firms adopt to augment the advisors ability to manage their book of business, are there new technologies available?
4. Why have innovative new technologies like Next Best Action not been broadly adopted?

The post Improving the Advisor Experience appeared first on NexJ Systems.

Throughout our conversation, we discussed the future of advisor efficiency, the current state of next best action, and how firms can implement tools to help advisors be at the top of their game.

The post Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems appeared first on NexJ Systems.

In both social and digital engagement, content is currency. Engaging customers with the right content can transform your advisors and bankers from mere vendors to trusted partners.

Currently, front office workers must choose from all purpose, cookie-cutter content or spend valuable time searching for more tailored content. In financial services, the challenge is even greater, as restrictive regulations make the task next to impossible. The result? Many advisors and bankers just give up.

The post Using AI-Powered Digital Engagement Deepens Customer Relationships appeared first on NexJ Systems.