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.

Get Your Nudge-AI Suite Brochure by completing the form below.

Enhancing the Client Experience

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:

  • Client interests allowing Inform to make better recommendations
  • Product opportunities to increase share of wallet
  • Life events with next best actions to deepen client relationships

The Key Benefits of Insights

Client Retention

Builds deeper relationships between advisors and clients

Advisor Productivity

Saves advisor time by automatically discovering and logging insights

Relationship Value

Uncovers new product opportunities

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.

Download Nudge-AI Suite Brochure

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.

  • IBM
  • Grapevine 6
  • AdvisorStream