Sidecar Chrome Extension on Nexis Wealth Navigator Powered by Aidentified

Document ID

Document ID HT7897

Product

  • Nexis® Wealth Navigator


Category

  • N/A

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The Sidecar Chrome extension will not have the Nexis® Wealth Navigator Powered by Aidentified branding.  

Aidentified Sidecar is your personal prospecting assistant on the go so you can discover the fastest path to your next opportunity. While you are researching the internet or LinkedIn, activate your sidekick and uncover additional insights into your prospects and clients. Uncover non-obvious pathways to connect through neighbors, friends, and colleagues. Fuel your conversations with powerful information including household information, life events, inferred income and even interests such as golf, investing or cooking. Make sure you’re targeting the right people, at the right time and, most importantly, with a warm introduction.

You can save people to your favorites or export to your CRM or a XLSX file. This extension is free for users however they must sign in to Nexis Wealth Navigator powered by Aidentified to use.

Installing the Chrome Extension
Using the Sidecar Chrome Extension

   

Installing the Chrome Extension 


Take the following steps to add the Chrome extension:
  1. Take 1 of the following actions:
    • Click the Get Extension link from the sign in page
    • Perform a Google search for Aidentified sidecar and open the https://chrome.google.com result.
  2. Click Add to Chrome.
  3. Click Add extension on the Add “Aidentified Sidecar” window.
  4. Click Turn on sync… on the Aidentified Sidecar has been added to Chrome window.
  5. Click on the ai sidecar icon while in Google Chrome. 
  6. Click Sign in in the Aidentified sidecar frame.
  7. Enter your ID and Password on the sign in page.
Now when you do a search for a company or person and open a website about them, you can click on the ai sidecar icon to find additional information about that company or person from the Nexis Wealth Navigator powered by Aidentified product.


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Using the Sidecar Chrome Extension 


You can take the power of Nexis Wealth Navigator powered by Aidentified with you wherever you browse on the internet. Get company and prospect data insights on any webpage or company page you visit. When you click on the Sidecar icon, the condensed view displays. You can click the building icon to view the expanded view or the people icon to view relationship paths. Click the X to close the Sidecar.

Condensed View
(Default View)

This view is the default view and may provide the following data:
  • Overview
  • Number of Employees
  • C-Suite Count
  • number of Relationship Paths
  • Industry
  • Company Type
  • HQ Address
  • LinkedIn, Facebook, and/or Twitter icons may display
Expanded View
(the Building Icon)

This view provides information from the Company Profile. For more information about the Company Profile, see Viewing a Profile on Nexis Wealth Navigator powered by Aidentified .

Clicking the See all xx employees button or information in the graphs/tables, launches the product and displays the desired information. 
 
Expanded View
(the Person Icon)

This view provides information from the Person Profile. For more information about the Person Profile, see Viewing a Profile on Nexis Wealth Navigator powered by Aidentified .
 
Relationship Paths
(the People Icon)

This provides your 1st and 2nd degree connections. You can save to your favorites or export to your CRM or a XLSX file.

Clicking information within the table, launches the product and displays the desired information. 
 


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