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.

Read Post  

Capturing ‘Money in Motion’: How AI Can Power Next Best Actions

“Money in motion.” It’s a phrase many advisors are familiar with. However, to capture that money is easier said than done.

Not only must advisors be clued into money in motion events, such as a client getting married (or divorced), having a child, inheriting money, selling a business, or changing careers or getting promoted, but they must be able to access that intelligence in real time with actionable ways to capitalize on the opportunities presented.

Read Post  

Practical AI for Wealth Management

Artificial intelligence (AI) in wealth management is no longer a cutting-edge technology. Many firms now claim to leverage AI within their CRM systems. However, despite its broad adoption, the targeted application of AI toward very specific advisor needs remains a lofty, unrealized goal for too many wealth managers. In other words, AI needs to be practical and solve specific problems for it to drive efficiency and enhance the client experience.

Read Post  

Improve Engagement with Automated Personalized Content

Communication is key when it comes to building a relationship between wealth managers and clients, but how do you keep a consistent approach?

Read Post  

Hyper-Personalization Is Key to a Firm’s Success. Here’s How We Make It an Effortless Experience.

Many firms claim they offer a “Netflix” like approach to their clients, but do they have the tools in place to create a seamlessly personalized experience?

Read Post  

Unusual Times Call For Solutions That Can Help Build Customer Trust

For those in Wealth Management, what has emerged is the acknowledgment that customer engagement is more critical than ever before. 

Advisors who understand their clients better, and then use this understanding to meet specific needs more effectively, are going to emerge from this unprecedented crisis in better shape than the rest.

Read Post  

Here’s How Leveraging Client Information Can Help You Become The Banker of Choice

Innovation and a global approach

Read Post  

When It Comes To CRM, User Adoption Is Always A Challenge. Here's How One Of Our Biggest Clients Pulled It Off

You may have the best possible CRM solution on the market, a deep vertical award-winning software geared to meet your every need. What you will always struggle with is poor user 

Read Post  

Here Are A Few Things That Differentiate Machine Learning From Deep Learning

Take Machine Learning and Deep Learning, both of which make an appearance whenever a discussion of AI begins. What defines Machine Learning? How does it work? Isn't Deep Learning just another form of Machine Learning? We thought it made sense to try and simplify answers to those knotty questions. So, here goes.

Read Post  

Here’s How Artificial Intelligence Helps Our CRM Get Smarter, Faster And More Powerful

Today, firms have access to information at an unprecedented level and must contend with a highly regulated industry as well as the commodification of products and services. For a CRM solution like NexJ, this represents a challenge as well as a great deal of opportunity, because more information about a customer is a powerful tool when used effectively.

Read Post  

If Your CRM Is Smarter Than Ever Before, You Can Thank Artificial Intelligence

It doesn't take a genius to figure out that Artificial Intelligence (AI) has changed all kinds of industries and workplaces in a number of significant ways. Attitudes towards the use of AI have also shifted, along with the ways in which it has been approached. One of the biggest shifts has been the emphasis on top-down reasoning rather than bottom-up big data. 

Read Post  

Next Best Action: Smarter, Faster, And Really, Really Good For Business

Picture this: You, an advisor at a financial services firm, are interacting with customers. You have at your disposal an enormous amount of information related to their likes and dislikes, along with a comprehensive overview of their finances. 

Read Post  

Leave a Reply