Overview
Nexl leverages AI to accelerate business development by empowering users to strengthen client relationships and enhance their outreach capabilities. Here are some key ways Nexl AI supports business development and client engagement:
Data-Driven Relationship Insights: Nexl AI Contact and Company summary feature. sysnthesizs complex relationship data into clear, actionable insights, enabling professionals to identify and prioritize high-value connections. By instantly generating comprehensive relationship summaries, users can save time, uncover key insights and focus on strategic relationship-building.
Personalized, Scalable Outreach: Through AI-powered features, users can create customized communication, such as ‘Stay In Touch’ emails, with minimal effort. Nexl’s AI adapts content based on tone, language, and recent interactions, allowing for personalized outreach at scale.
Business Card Scanner: Nexl’s AI-powered Business Card Scanner streamlines contact creation by analyzing images of business cards and automatically creating contacts. When users scan a business card, the AI quickly processes the data to create a new contact profile, saving time and ensuring accurate information entry. Mutliple cards can be scanned at the same time!
Streamlined Multi-Channel Content Creation: Nexl AI enables users to efficiently produce marketing materials like event packs, emails, and social media posts, ensuring consistent messaging and quick responses to market opportunities.
Nexl’s AI-driven tools transform relationship management into a strategic asset, allowing professionals to focus on high-impact activities and elevate client engagement for sustainable business development.
Does the AI leverage information to be useful for marketers and BD professionals specifically within the legal industry?
Yes, Nexl's AI is highly valuable for marketers and business development professionals within the legal industry. The platform’s AI-driven tools enhance relationship management and outreach by providing professionals with quick, actionable insights and content-generation capabilities that align with the unique demands of their roles.
For instance, by summarizing complex relationship data into digestible insights, Nexl’s AI enables BD teams to better understand and prioritize client relationships, which is essential in a relationship-focused field like law. Similarly, the ability to generate personalized messages, marketing emails, and social media content empowers legal marketers to maintain consistent, relevant outreach across various channels while saving time and resources.
What client data is used in the Nexl AI features
AI contact summary leverages the following data fields to synthesise the relationship with the contact: name, job title, company, industry, location, last interaction date, who knows, key activities, meetings and opportunities
AI company summary leverages the following data fields to synthesise the relationship with the contact: name, job title, company, industry, location, last interaction date, who knows, key activities, meetings and opportunities
AI stay in touch leverages last interaction date and last name to generate the personalised stay in touch message.
Other Nexl AI features does not use any contact or company information
Nexl AI Data Processing Policy
Nexl uses Microsoft Azure Open AI on our own private instance as the service for generating AI contact. Some important information to note regarding the use of your client data in our AI features:
Your client data is NOT not stored externally and not used for training. It's simply being processed on our infrastructure that run our AI models.
Your client data is NOT available to other customers.
Your client data is NOT available to OpenAI.
Your client data is NOT used to improve OpenAI models.
Your client data is NOT used to train, retrain, or improve Azure OpenAI Service foundation models that we use.
Your client data is processed in the same location as your host region. We have services running for EU, US, AU, Canada and Switzerland. Based on users Nexl region, users will automatically be assigned the right region for our AI services. Even if a user is travelling out of their default region, data will still will be hosted on their default region.
What options are available to opt out of AI features
As a Nexl client, you can opt out of the AI Contact and Company summary as well as the business card scanner. Stay in touch feature cannot be disabled as it doesn't use PII or sensitive data.
Where can I find out more about Microsoft Azure Open AI
The Azure OpenAI Service is operated by Microsoft as an Azure service; Microsoft hosts the OpenAI models in Microsoft’s Azure environment and the Service does NOT interact with any services operated by OpenAI (e.g. ChatGPT, or the OpenAI API).
You can find out more about Microsoft Azure Open AI here