NexJ Nudge™️

Leverage Our Robust Recommendation Engine to Boost Advisor Performance and Drive Client Success

Designed to drive engagement and compliance by augmenting advisor intelligence, our NexJ Nudge^TM module equips advisors with real-time data driven recommendations around the best actions they can complete to serve clients in a more relevant and contextual manner.

So How Does NexJ Nudge^TM Work?

The key steps around NexJ Nudge^TM are:

1. Create an exhaustive client profile by leveraging data from the Comprehensive Customer View
2. Once prompted, generate the recommended actions:
   • Know Your Customer Reviews: Help schedule meetings, prepare documents, pre-populate forms, and automate processes
   • Non-financial Touchpoints: Recommend relevant content via NexJ Insights
   • Financial Reassurance: Auto-create call lists (clients that need to be contacted) in a market downturn
   • Cross-selling opportunities: Identify opportunities for new products and services
3. Rank and communicate the recommendations to your client
4. Measure the outcomes and feed them back to the module to refine your rules

Augment Advisor Intelligence to Drive Engagement and Compliance

Leveraging NexJ Nudge^TM will provide key benefits to your clients, including:

• Efficiency: By supplementing intelligence and automating processes
• Deeper Relationships: By fostering stronger client relationships and driving loyalty
• Driving compliance: Achieved by incorporating regulatory frameworks and issuing alerts effectively
• Increasing growth

And that’s not all!