Provide News and Research Recommendations to Improve Your Client’s Buying Journey
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:
- Exposing it in the Customer News and Research Recommendations tab
- Sharing it within NexJ CRM and using business rules to prompt users for proactive interactions
- Attaching the article to an entity (e.g. an opportunity)
The Value that Our News and Research Recommendations Feature Can Provide You
- 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
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!