Director of Product, Pat Sathiensamrit, drops by to discuss the evolving nature of the customer experience and how Facebook, Apple, Amazon, Netflix, and Google are shaping customer expectations for financial services.
⏵PlayStopDownload Under Three Minutes: Understanding Customer Experience Expectations.mp3
NexJ Nudge - AI Suite: Intelligent Investment Recommendations
What makes NexJ’s Intelligent Investment Recommendations assistant the smart choice? Learn how you can automate compliance, mitigate risk, and optimize portfolio construction with a peek at our Deep Learning-powered digital assistant.
Back again with another Under Three Minutes, and this time we sit down with Vlad Hachinski, VP of Partnership Success, and discuss the increasing focus for financial institutions to forge partnerships outside the firm.
We’re beyond excited to share with you our latest video, which showcases how our Comprehensive Customer View provides Relationship Managers with a complete understanding of their clients. This 360° view enhances client engagement, deepens client loyalty, and ultimately drives more cross-sell and up-sell opportunities.
⏵PlayStopDownload Corporate and Investment Banking - 360° Comprehensive Customer View.mp3
Explore how NexJ Nudge helps advisors deliver the best service and improve client outcomes. Developed to provide advisors with data-driven next best actions, this feature helps them grow their customers’ assets under management, ultimately driving loyalty.
Inform is a digital assistant that helps advisors engage with clients using content tailored to their clients’ interests. Inform works with AdvisorStream, an award-winning platform that helps financial firms and advisors engage investors through timely, personalized, and compliant communications. https://www.nexj.ai/
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.
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.
⏵PlayStopDownload Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems.mp3
How do you scale your clients while maintaining the same high quality in those relationships? Learn about how differentiation at scale is key for 2022 with Awaad Aamir of Celent, April Rudin of the Rudin Group, and Andrew Cant, of NexJ Systems.
⏵PlayStopDownload What Is Driving Investment in Productivity Solutions for Financial Advisors?.mp3
Next Best Action has been trending for a while in fintech circles, but why isn’t it commonplace around the industry? Aawad Aamir of Celent, April Rudin of the Rudin Group, and Andrew Cant ofNexJ Systems, discuss how Next Best Action is poised to revolutionize the industry.
⏵PlayStopDownload Why Have Innovative New Technologies Like Next Best Action Not Been Broadly Adopted?.mp3
In this video we’ll show you how to get started with ZoomShift! We’ll be going over some core components of the platform that will help you get started and become a scheduling wizard!
Let’s book a demo with JD to go through how ZoomShift can help your employee scheduling needs - https://calendly.com/jd-zoomshift/demo
00:00 Video Overview
00:29 Editing Details
00:40 Creating Positions
1:03 Setting Locations
1:20 Shift Templates
1:38 Inviting Team Members
2:31 Notification Settings
Try ZoomShift today!
Tutorial: How to add a website to your NytroSEO account!
This Tutorial covers how to add a website to your account, and complete your On Page SEO automation setup.
NytroSEO automatically and continually optimizes your website code by adding the relevant metadata to each web page code, based on its content and the optimal keyword search terms.