Inform for Microsoft Dynamics

Inform is a product in the NexJ Nudge-AI suite. It enables advisors using Microsoft Dynamics to engage with their clients using content tailored to the client’s interests.  It uses a sophisticated AI engine to match client interests to news from 15,000 publicly available news streams and a firm’s own research.

Use Inform to build loyalty by enabling regular, proactive interactions with clients through personalized emails. Deliver superior value-added customer experiences throughout the client lifecycle., which helps strengthen relationships and identify new opportunities for sales and service. Inform improves efficiency by automating  the  selection  of  content  that  matches  client interests, and helps you maintain a regular cadence of communication with your entire book of business irrespective of how large it grows.

Installing the NexJ Inform app from Microsoft AppSource adds the Inform tab to contact profiles in Microsoft Dynamics. In the Inform tab, you can:

• Add, delete, or manage a contact's interests
• View the relevant article list and filter it by interest and publication date
• Share articles with a contact by sending an email message

For more information about this product, see "Inform for Microsoft Dynamics" in end-user documentation.