Everyone Promises Increased Productivity. The Question Is, Can They Deliver?

Who doesn’t want their team to work faster? And not just faster, but better as well? It’s what we all want. That’s why ‘increasing productivity’ is a key driver behind many a financial firms’ upgrades. It’s also the reason so many vendors promise productivity right from the onset. So, how do you sort out the fluff from the legitimate ones? 

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Personalized Content Drives Engagement. Here’s How We Help

More and more wealth management firms are beginning to recognize that the ability to understand a customer better, based upon an understanding of individual likes and dislikes, enables them to offer solutions tailor-made for specific needs. This leads to product differentiation, deeper client engagement and, ultimately, customer loyalty.

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An Out-Of-Date CRM Is Hurting Your Firm in More Ways Than You Can Imagine

In the anatomy of a financial services organization, software is the circulatory system. It picks up the data in the brain, or database, and delivers it to where it's needed. It connects all the parts of the body together and ensures the body is working well as a single entity.  
 
So, when a system stops receiving support, it affects the health of the entire company. It can become expensive to maintain, difficult to upgrade, or so obsolete it risks pulling the company behind the competition. When people can’t or aren’t using the system, or when the system isn’t able to provide the functionality that’s needed, the organization must replace it. 

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The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard

Financial advisors are inundated with data. It can be frustrating and time consuming to say the least. Worse, having to navigate so many streams of information leaves precious little time for actual client engagement. Thankfully, there is an integrated, intuitive solution that harnesses all of the data points and next best actions an advisor needs and presents it all in one seamless dashboard.

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How AI Improves the Client/Advisors Relationship

From an advisor’s point of view, not all investors are created equal – in addition to the obvious differences in assets, age, employment and lifestyle, different people have different levels of receptivity to the advice and assistance an advisor can provide. At the same time, an investor’s position is not fixed: It changes with time and in response to outside influences. So how can an advisor best tailor the experience they provide to each unique and evolving individual, multiplied by the size of the advisor’s book?

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NexJ CRM for Wealth Management: Highlights

Looking for a CRM to meet your needs, but struggling to identify what features your advisors will actually use? Learn what a CRM truly made for wealth management means. Boost your advisors productivity by giving them the ability to view households and spheres of influence, the chance to engage them with personalized content and ultimately engage them at the right time with next best actions.  

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NexJ’s Integrated Advisor Desktop Is Key to RBC's Success

Recently, Investment Executive (IE) released their 2020 Brokerage Report Card in which RBC had the highest net promoter score of all the large bank-owned investment firms.  IE creates the report card by surveying advisors from each firm.  Why did RBC score so well? Because they provide the best tools to help advisors focus on client engagement and deal with rapidly changing regulations. In 2020, RBC scored the highest in the "Technology tools & advisors desktop" category.  They also scored highest for support in dealing with changing regulations.

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How AI can Supercharge Your Client Engagement

Artificial Intelligence or “AI” may be a current buzzword, but as anyone in the tech industry knows, its been around in various forms for years. At NexJ, for years we’ve used various forms of AI to help industry-leading financial firms enhance the relationships their advisors have with customers.

But there is a transformation underway that makes it possible for AI in its many flavors to supercharge and transform client engagement in the financial industry. And it’s why NexJ today can offer some of our AI-powered capabilities as products that firms can essentially “wire” into their current platforms. We call these capabilities the Nudge-AI Suite.

But first, let’s back up a bit and define what we mean by AI.

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Microsoft AppSource Adds NexJ Inform Solution

To better equip financial advisors to interact real-time with their wealth management clients, Microsoft AppSource is now offering NexJ’s Inform solution. Inform, a product in NexJ's Nudge-AI Suite, 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.

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Why Advisors Think They Need CRM, But Actually Need an IAD

There are thousands of companies and products that market themselves as Customer Relationship Management solutions, ranging from industry behemoths to tiny niche products. Given the importance of relationships to financial advisors, it’s no surprise advisory and wealth management firms think they need a CRM system. But is that really what they need?

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Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems

We were lucky enough to sit down with April Rudin, Founder and President of The Rudin Group, Aawad Aamir, Analyst with Celent, and Andrew Cant, VP of Financial Services Solutions at NexJ Systems, about what truly improves the advisor experience. Throughout our conversation, we discussed the future of advisor efficiency, the current state of next best action, and how firms can implement tools to help advisors be at the top of their game.

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7 Ways to Deepen the Advisor / Client Relationship in 2022

Needless to say, the pandemic has upended the advisor / client relationship like no other event in our lifetimes. How, where and why financial advisors engage with their clients looks very, very different than it did pre-COVID. From Zoom meetings to virtual events to AI-driven online dashboards, clients have become accustomed to a very different way of working with their advisors … and frankly expecting much more.

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