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.
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.
Deliver relevant and meaningful content with no paywalls or ads
Automate the selection of content that match client interests
Enable 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.