Client Personalization.
At Scale.
Introduce Automation Into Your Practice.
Your Clients And Stakeholders Will Thank You.
Ongoing Client Updates
Automatically identify relevant life events, idiosyncratic risks, preferences, and other unique client factors.
Client Analytics
Firm-wide client analytics provide powerful data-driven insights to increase relationships and serve business decisions.
Acquire Held-Away Assets
Use hard numbers to demonstrate the impact of personalization on each client's financial life.
Auto-Personalized Actions
Set rules across your firm to govern specific client events, at scale. Events will be identified and handled based on your preferences.
Attract New Clients
Clients deserve, and demand, hyper-personalized service. Empower your advisors to offer it to them.
Seamless Integration
N3 seamlessly integrates with your existing software. Technology should match your needs, not the opposite.
How it works
Learn
Each client is different.
Identify and track actionable, unique client events in real-time.
Next Best Action
Prioritize advisor activities to align with business goals and client financial health to grow your business.
Automate
Deliver Family-Office level service to each client through highly customizable automations.
Real-Time
Client Data
Gain insights into each client:
Life events
Holistic wealth picture
Idiosyncratic risks
Personal preferences
Deep demographics
Specific Client
Overview
Deep-dive into the client data that matters
Actionable events
Automated modeling,
governed by your rules
Aggregated Client Dashboard
View and take action on your book of business - at scale
Triggers help you identify opportunities, scored by likelihood and value
Save time while improving client outcomes
Schedule a Demo
Do you have questions about our products or would like to see how N3 CAN can help your organization?.
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