Financial services organizations can effectively leverage this assistant to provide advisors with data-driven suggestions that empower them to improve client outcomes while automating tasks and processes, all in real time.
Our assistant presents actions in order of highest value to an advisor. It generates, scores and ranks these actions based on industry best practices or firm established guidelines (and much more).
Financial services organizations can effectively leverage this assistant to provide advisors with data-driven suggestions that empower them to improve client outcomes while automating tasks and processes, all in real time.
Interactions are prioritized and recommendations made by recognizing that clients want to be treated as individuals with distinct preferences. It enables advisors to recommend the next best action using data and analytical insights to serve clients in a more relevant and contextual manner.
Helps foster better customer relationships by recommending appropriate actions
Fosters better client engagement and loyalty
Can keep regulatory frameworks in mind and issue alerts accordingly
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 BrochureOur 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.
