Allows advisors to engage meaningfully with clients by personalizing content and delivering a superior, value-added customer experience between financial interactions.
NexJ builds a unique interest graph for each customer that reflects all the information the firm has, including demographic data and area of expertise.
A sophisticated Artificial Intelligence engine matches documents to client profiles, to deliver content uniquely tailored to each recipient. These documents include internal documents, such as research and training documents, and publicly available content, including news articles and press releases from more than 15,000 publishers.
by automating the selection and delivery of pre-filtered content tuned to each client’s unique profile
by delivering relevant and meaningful content to clients on the platform of their choice
by enabling regular, proactive interactions with clients
NexJ Nudge-AI boosts advisor performance to drive customer success, prioritizing interactions while providing advisors the flexibility to focus on key metrics.Download Nudge-AI Suite Brochure
Our partners benefit from access to a range of training and resources for customer acquisition, implementation, operations, and ongoing support of our mutual clients. To learn more about our partner program, visit our website.