Insights enhances the client experience and increases advisor productivity by automatically discovering and logging client life events, product opportunities and interests from email, call reports and notes.
Insights uses Natural Language Processing (NLP) to automatically parse unstructured text stored in client emails, call reports and notes to find new information and better understand the clients.
With Insights, Advisors can discover:
Builds deeper relationships between advisors and clients
Saves advisor time by automatically discovering and logging insights
Uncovers new product opportunities
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.