Product
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Nexis® Wealth Navigator
Category
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The Relationship Intelligence tab on Nexis® Wealth Navigator Powered by Aidentified provides a dashboard, opportunities and super connectors tab.
Dashboard Tab
Opportunities Tab
Super Connectors Tab
The Dashboard tab provides data filtered by Relationship Paths, Prospect Filter and CSV Imports.
You can customize the tiles displayed on the tab by clicking Edit View and selecting any combination of the following tiles:
You can drag and drop the tiles to reorder the tiles.
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Get actionable insights based on your first and second degree network connections. The Opportunities feature shows you your most qualified prospects based on customized saved searches, mutual connections, and Trigger events.
The Opportunities tab provides up to 50 top ranked prospects for the saved searches that have been applied.
You can select the saved searches you want to view by clicking on the Saved Searches drop-down arrow. If you want to view all saved searches at once, you can select All Saved Searches from the drop-down list.
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Uncover your connection rock stars. Set prospect saved searches to keep tabs on your ideal clients. Super Connectors will tell you which of your existing contacts has the most matches to that saved search.
The Super Connectors tab provides the highest-ranking daily opportunities for that saved search.
Super Connectors are people that do not match your saved search however they have relationships with a lot of people on the list.
Super Connectors can be a great person to get to know and help you grow your connections.
You can select the saved searches you want to view by clicking on the Saved Searches drop-down arrow. If you want to view all saved searches at once, you can select All Saved Searches from the drop-down list.
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Dashboard Tab
Opportunities Tab
Super Connectors Tab
Dashboard Tab
The Dashboard tab provides data filtered by Relationship Paths, Prospect Filter and CSV Imports.
You can customize the tiles displayed on the tab by clicking Edit View and selecting any combination of the following tiles:
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|
|
|
You can drag and drop the tiles to reorder the tiles.
[ Top ]
Opportunities Tab
Get actionable insights based on your first and second degree network connections. The Opportunities feature shows you your most qualified prospects based on customized saved searches, mutual connections, and Trigger events.
The Opportunities tab provides up to 50 top ranked prospects for the saved searches that have been applied.
You can select the saved searches you want to view by clicking on the Saved Searches drop-down arrow. If you want to view all saved searches at once, you can select All Saved Searches from the drop-down list.
[ Top ]
Super Connectors Tab
Uncover your connection rock stars. Set prospect saved searches to keep tabs on your ideal clients. Super Connectors will tell you which of your existing contacts has the most matches to that saved search.
The Super Connectors tab provides the highest-ranking daily opportunities for that saved search.
Super Connectors are people that do not match your saved search however they have relationships with a lot of people on the list.
Super Connectors can be a great person to get to know and help you grow your connections.
You can select the saved searches you want to view by clicking on the Saved Searches drop-down arrow. If you want to view all saved searches at once, you can select All Saved Searches from the drop-down list.
[ Top ]