NexJ Intelligent

NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount the advisors and bankers spend on non-revenue generating activities.

NexJ Intelligent also recommends the right actions to drive assets under management and increases the share of the wallet. With NexJ Intelligent, users have an excellent platform to automate time-consuming administrative and information-gathering tasks and personalize interactions, offerings, and service. Financial advisors also can streamline compliance and due diligence processes and leverage continuously-learning decision models to help in taking the right action at the right time.

NexJ Intelligent enables businesses to partner with their customers to deliver efficient and personalized experiences that meet customer needs at each stage of the customer journey. NexJ Intelligent also allows financial advisors to react quickly to opportunities. The software makes this simple by allowing them to identify infection points in the client lifecycle and act proactively.

With NexJ Intelligent, financial advisors can also streamline and automate the administrative and planning tasks. The customer process management feature improves the accuracy and efficiency of critical business processes by eliminating the hassle and dramatically speeding up processes to enhance customer experience and focus productively on revenue generation.

NexJ Intelligent also provides AI-powered business process management that streamlines and automate key workflows such as onboarding. Financial advisors can also use the feature to minimize the time spent on administration and regulatory requirements. NexJ Intelligent offers financial advisors with a unique platform to improve the speed, quality, and reliability of data and analytics initiatives. The software also allows leveraging multiple integrations patterns for ultimate flexibility.

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