This is the third and final post in my series on Digital Content. In the first post, we discussed how your advisors can build a personalized professional brand using NexJ Digital Engagement and Artificial Intelligence. In the second post, we discussed using the same AI tools to deliver personalized touches to your existing clients.

In my previous blog, I discussed the importance of using content to create a personal brand on social media. To recap, NexJ Digital Engagement uses Artificial Intelligence to match articles from public news and internal sources to a profile that is unique to each financial advisor or banker. 

The wealth management customer base is changing – both in behavior and age. Baby Boomers are shifting from growth to protection strategies or passing their wealth on to younger generations.

This year, CGI’s conference was in beautiful Naples, Florida. The conference, focused on CGI’s North American Wealth Management and Global Banking solutions, brings together analysts, thought leaders, and also all of CGI’s wealth and banking customers.