NexJ Systems Inc ұсынады

Engage with Wealth Management clients using news & content personalized to the client’s interests

Inform, a product in NexJ's Nudge-AI Suite, enables Financial Advisors to engage with their clients using news and content personalized to the client’s interests.

  • Financial Advisors are presented with a stream of content personalized to their client based on their client's interests
  • Relevant content is automatically detected, ranked and presented to Advisors to share with their clients
  • Content can be from public news sources or financial services specific publishers
  • When content is sent to a client, the interaction is automatically stored in CRM

Қысқаша шолу