--- title: Microsoft AppSource Adds NexJ Inform Solution description: To better equip financial advisors to interact real-time with their wealth management clients, Microsoft AppSource is now offering NexJ’s Inform solution. image: https://resource.nexj.com/hubfs/MicrosoftAppStoreBlog.png --- [![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.png?width=140&name=nexj-white-blue.png "nexj-white-blue")](https://www.nexj.com) [Back to Corporate Website](https://www.nexj.com/) [TOPIC // Company News](https://resource.nexj.com/blog/tag/company-news) # Microsoft AppSource Adds NexJ Inform Solution - - - To better equip financial advisors to interact real-time with their wealth management clients, [**Microsoft AppSource**](https://appsource.microsoft.com/en-us/product/dynamics-365/nexjsystemsinc1616436787803.nexjinform?tab=Overview) is now offering NexJ’s Inform solution. Inform, a product in [**NexJ's Nudge-AI Suite**](https://www.nexj.ai/?utm_source=website&utm_medium=bluBanner&utm_campaign=nudge_ai_suite&__hstc=158334885.42eab918497aa44853e09ca8a5d70e0d.1634316920133.1642646280100.1643031663898.21&__hssc=158334885.1.1643031663898&__hsfp=3253153019), enables financial advisors to engage with their clients using news and content highly personalized to the client’s specific interests. NexJ uses a sophisticated AI engine to match client interests to news from wealth management-specific premium news feeds, including 15,000 publicly available news streams such as the Harvard Business Review and Barron’s, as well as a firm’s own research. Content is then presented in a client-specific dashboard, which allows advisors to browse content and send 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. ## NexJ Inform - 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 Inform recommends exclusively licensed, fully FINRA, SEC, IIROC and FCA-compliant content from industry recognized sources that allows advisors to maintain a regular cadence of communication with their entire book of business, no matter how large it grows. *“NexJ’s Inform product works seamlessly with Microsoft Dynamics 365, offering wealth management firms and financial advisors the ability to improve the client experience, save time and build loyalty,”* said Andrew Cant, Vice President of Financial Solutions for NexJ. [**Access NexJ’s Inform product on the Microsoft AppSource.**](https://appsource.microsoft.com/en-us/product/dynamics-365/nexjsystemsinc1616436787803.nexjinform?tab=Overview) **Tags:** [Company News](https://resource.nexj.com/blog/tag/company-news) Share: - - - PREVIOUS POST [Why Advisors Think They Need CRM, But Actually Need an IAD](https://resource.nexj.com/blog/why-advisors-think-they-need-crm-but-actually-need-an-iad) [![](https://cdn2.hubspot.net/hubfs/5152923/Creative_Theme/image/chevron.png)](https://resource.nexj.com/blog) Next Post [How AI can Supercharge Your Client Engagement](https://resource.nexj.com/blog/how-ai-can-supercharge-your-client-engagement) Content Title Description ### Don't Miss Out Subscribe Today! ### Search Our Blog ### Categories - [Advisors (15)](https://resource.nexj.com/blog/tag/advisors) - [Artificial Intelligence (40)](https://resource.nexj.com/blog/tag/artificial-intelligence) - [Capital Markets (54)](https://resource.nexj.com/blog/tag/capital-markets) - [client engagement (3)](https://resource.nexj.com/blog/tag/client-engagement) - [client lifecycle management (1)](https://resource.nexj.com/blog/tag/client-lifecycle-management) - [client-focused reforms (1)](https://resource.nexj.com/blog/tag/client-focused-reforms) - [clm (1)](https://resource.nexj.com/blog/tag/clm) - [Commercial Banking (62)](https://resource.nexj.com/blog/tag/commercial-banking) - [Company News (3)](https://resource.nexj.com/blog/tag/company-news) - [Corporate Banking (65)](https://resource.nexj.com/blog/tag/corporate-banking) - [CRM (33)](https://resource.nexj.com/blog/tag/crm) - [Financial Services (1)](https://resource.nexj.com/blog/tag/financial-services) - [Gartner (1)](https://resource.nexj.com/blog/tag/gartner) - [IAD (11)](https://resource.nexj.com/blog/tag/iad) - [IBM (2)](https://resource.nexj.com/blog/tag/ibm) - [Increase Customer Loyalty (4)](https://resource.nexj.com/blog/tag/increase-customer-loyalty) - [Insurance (24)](https://resource.nexj.com/blog/tag/insurance) - [integrated advisor desktop (1)](https://resource.nexj.com/blog/tag/integrated-advisor-desktop) - [integration (3)](https://resource.nexj.com/blog/tag/integration) - [Optimize Processes (35)](https://resource.nexj.com/blog/tag/optimize-processes) - [Private Banking (60)](https://resource.nexj.com/blog/tag/private-banking) - [Retain Top Talent (1)](https://resource.nexj.com/blog/tag/retain-top-talent) - [robo-advisors (1)](https://resource.nexj.com/blog/tag/robo-advisors) - [Salesforce (1)](https://resource.nexj.com/blog/tag/salesforce) - [User Adoption (14)](https://resource.nexj.com/blog/tag/user-adoption) - [vertical cloud (2)](https://resource.nexj.com/blog/tag/vertical-cloud) - [Wealth Management (118)](https://resource.nexj.com/blog/tag/wealth-management) See all ### Popular Posts [The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard](https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Mar 25, 2022 [How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Jan 27, 2020 [Servicing the Client Across Their Journey](https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey) [Adam Edmonds](https://resource.nexj.com/blog/author/adam-edmonds) - Mar 14, 2017 ## Related Posts - - - ## [Leaders in the Field: NexJ Receives XCelent Award for Technology](https://resource.nexj.com/blog/nexj-achieving-excellence-in-industry-leading-crm) To deliver optimal value to our customers, NexJ leverages our vast experience in deploying our software at the most recognized financial services firms in the world, our strict focus on addressing the specific business needs of the sub-vertical markets within financial services and our fervent passion for innovation. But as a vendor of technology in a very competitive market, we cannot rest on our laurels… [Read Post](https://resource.nexj.com/blog/nexj-achieving-excellence-in-industry-leading-crm) - - - ## [NexJ Is The Only CRM On IBM Cloud For Financial Services. Here’s What That Means.](https://resource.nexj.com/blog/nexj-is-the-only-crm-on-ibm-cloud-for-financial-services.-heres-what-that-means) In 2019, NexJ chose the IBM Cloud to host its CRM and Nudge-AI products. Soon after, in July 2020, we became a founding partner on the IBM Cloud for Financial Services. There are several reasons why this partnership makes for a strong value proposition, starting with the fact that financial services firms stand at the threshold of a post-pandemic world. They face challenges that can be better addressed by a vertical-specific product, coupled with a cloud offering designed to address requirements ranging from regulatory compliance and security to resiliency. [Read Post](https://resource.nexj.com/blog/nexj-is-the-only-crm-on-ibm-cloud-for-financial-services.-heres-what-that-means) Stay Informed ## subscribe **today** ![16](https://cdn2.hubspot.net/hub/5152923/hubfs/HP_Theme/images/16.jpg?width=3953&name=16.jpg "16") ![nexj-white](https://resource.nexj.com/hs-fs/hubfs/nexj-white.png?width=90&name=nexj-white.png "nexj-white") NexJ Systems, the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. ## Industry Solutions - [CRM for Wealth Management](https://www.nexj.com/industry-solutions/wealth-management/) - [CRM for Private Banking](https://www.nexj.com/industry-solutions/private-banking/) - [CRM for Sales, Trading & Research](https://www.nexj.com/industry-solutions/sales-trading-and-research/) - [CRM for Commercial Banking](https://www.nexj.com/industry-solutions/commercial-banking/) - [CRM for Corporate Banking](https://www.nexj.com/industry-solutions/corporate-banking/) - [CRM for Insurance](https://www.nexj.com/industry-solutions/insurance/) ## Our Company - [About Us](https://www.nexj.com/company/about-nexj-systems/) - [Investor Relations](https://www.nexj.com/company/investor-relations/) - [Analyst Coverage](https://www.nexj.com/company/analyst-coverage/) - [Leadership](https://www.nexj.com/company/management-team-board-members/) - [Partners](https://www.nexj.com/company/partner-program/) - [Press Room](https://www.nexj.com/company/press-room/) ## Resource Center - [White Papers](https://www.nexj.com/resources/white-paper/) - [Analyst Reports](https://www.nexj.com/resources/industry-analyst-reports/) - [Brochures](https://www.nexj.com/resources/brochure/) - [Case Studies](https://www.nexj.com/resources/case-studies/) - [Videos](https://www.nexj.com/resources/video/) - [Webinars](https://www.nexj.com/resources/webinar/) ## Contact us [Info@nexj.com](mailto:Info@nexj.com) NexJ Systems Inc. 10 York Mills Road, Suite 700 Toronto, Ontario M2P 2G4 Canada P: +1 (416) 222-5611 F: +1 (416) 222-8623 - [Facebook](http://www.facebook.com) - [Twitter](http://www.twitter.com) - [Linkedin](http://www.linkedin.com) - [YouTube](https://www.youtube.com/user/nexjsystems/) #### Related CRM Topics for the Finance & Insurance Industry - [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/) - [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/) - [Contact Centre CRM](https://www.nexj.com/industry-solutions/topics/contact-centre-crm-software/) - [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/) - [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/) - [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/) - [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/) - [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/) - [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/) - [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/) Copyright © 2026 NexJ Systems Inc. All Rights Reserved. ![](https://ws.zoominfo.com/pixel/JhhNmN2VoGY4qqP29rjm) ![](https://dc.ads.linkedin.com/collect/?pid=205626&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "NexJ Systems Inc.", "url" : "https://resource.nexj.com/blog/author/superadminsystems9" }, "dateModified" : "2022-02-09T21:43:55.553Z", "datePublished" : "2022-02-09T21:43:55.000Z", "headline" : "Microsoft AppSource Adds NexJ Inform Solution", "image" : [ "https://resource.nexj.com/hubfs/MicrosoftAppStoreBlog.png" ], "mainEntityOfPage" : { "@id" : "https://resource.nexj.com/blog/microsoft-appsource-adds-nexj-inform-solution", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://resource.nexj.com/hubfs/nexj.png" }, "name" : "NexJ Systems Inc." } } ```