Inform

Enables advisors to engage with their clients using content tailored to the client’s interests. Inform allows advisors to deliver superior, value-added, customer experiences throughout the client lifecycle.

  • Quickly create meaningful engagements using investor-focused content
  • Remove paywalls and ads from premium content
  • Brand content to the firm and advisor
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How It All Works

NexJ uses a sophisticated AI engine to match client interests to news from wealth management-specific premium news feeds, 15k publicly available news streams, and a firm’s own research.

Content is presented in a client-specific dashboard. Advisors can browse content and send articles to clients with the click of a button. Premium content contains no paywalls or advertising and can be branded to the firm or the advisor.

Inform can:

  • Recommend exclusively licensed, highly trusted, fully FINRA, SEC, IIROC & FCA compliant content from industry recognized sources
  • Maintain a regular cadence of communication with their entire book of business irrespective of how large it grows
  • Align news based on individual client’s interests or investor profile

The Key Benefits of Inform

Improve Client Experience

Deliver relevant and meaningful content with no paywalls or ads

Save Time

Automate the selection of content that match client interests

Build Loyalty

Enable regular, proactive interactions with clients

What Makes NexJ Nudge-AI
A Smart Choice?

NexJ Nudge-AI boosts advisor performance to drive customer success, prioritizing interactions while providing advisors the flexibility to focus on key metrics.

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Our Partners

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.

  • Boosted.ai
  • IBM
  • Grapevine 6
  • AdvisorStream