It’s All About the Customer

I know, I know… I’m always talking about how it’s the age of the customer and how everything revolves around the customer. Guess what? I don’t just talk about it, I live by it too. Last week, it was my privilege to host our 2017 Client Day here in Toronto. We were joined by senior business and IT leaders from many of our customers from across the globe, across the country, and down the street. 

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Omni-channel to Omni-digital: The New Normal

PwC's 2017 Digital Banking Consumer Survey summary, "(Don't) take it to the bank: What customers want in the digital age," proposes a new segment of consumers they've called "omni-digital." They define omni-digital customers as those who "don't use physical channels like branches or call centers to interact with their financial institutions." 

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Strengthen the Advisor-Customer Relationship with Meaningful Non-Financial Touches

I’ve spoken in the past about integrated desktops and the value they bring to advisors and the firm. In essence, the integrated desktop brings together all the information and applications an advisor uses into a single workspace.

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AI in CRM for Wealth Management: Sizzle or Steak?

I’m a consistent conference goer. I go to learn about and discuss all things wealthTech, and every year we see the bandwagon steer towards the same trends. This year especially – though certainly true of the last few years – we seem to have latched on to artificial intelligence (AI) and machine learning (ML). I see demos of some really cool technology. 

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Investing in Data Insights

In today's financial services and insurance markets, you have access to massive amounts of information from multiple sources about your customers. The Internet of Things has led to an exponential increase in data types and sources, and assembling that information into usable insights can provide powerful knowledge about your potential or existing customers. 

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Discussing the Future of Wealth Management

This week, we had the privilege of hosting our Future of Wealth Management executive roundtable discussions here in Toronto, with a Canadian audience this time (see the insights from the one in NYC). It was a half-day event aimed at discussing the evolution of the advisor technology landscape, with a focus on customer engagement and relationship management. 

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Looking Around - Seeing The Benefits of Our Approach To Enterprise Development

Sometimes when you step back you can really appreciate things that may have become routine. I did this recently with our enterprise-first development approach. As usual, we are busy adding capabilities to our products that will make our client’s solutions even more valuable and I’ve been almost too close to it. 

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Will Your AI Strategy Deliver Revenue & Increase Share of Wallet?

As consumers, we use AI platforms every day. Google uses AI to auto-complete your searches. Amazon builds personalized product recommendations based on the things you’ve bought in the past. Did you enjoy House of Cards on Netflix? Give it a 4 star rating and AI will suggest similar content that you’re bound to enjoy.

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Digital Content Part III: Converting Social Posts

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.

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CRM Adoption Starts with Integration

For a person to use something, they almost always have to believe they have something to gain. For a CRM system, that means that a person should get more information out than they put in. After all, if all you have access to is the information you entered, what’s the point?

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Artificial Intelligence (AI) in CRM: It’s not Skynet. Yet.

Artificial Intelligence is everywhere all of a sudden. It’s on our phones, in our homes (I’m looking at you, Alexa) and peppered throughout our online experiences. It’s the hot topic from the water cooler to analysts to the media to the major industry players. (I think we all know where Elon Musk and Mark Zuckerberg stand on AI by now.)

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Digital Content Part II: Customer Engagement

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. 

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