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NEXA Insights

Nexa Insights works exclusively with financial advisors and firms to provide deep insights into their client relationships, allowing firms to improve their retention and promote advocacy from their current clients. NEXA founders have extensive experience in financial technology, data analysis, financial operations and the science of clients surveys.

NEXA Insights

NEXA Client Intelligence Platform

Know what your clients really want from you.
Know what matters most to them.
Know where you’re doing great.
Know where and how to improve your service.
Don’t assume. Don’t guess. Don’t wonder.

You know you should survey your clients, NEXA Client Intelligence helps you get the most out of the process

Identify At-Risk Clients. Discover New Opportunities. Define Your Referral Pipeline. Benchmark Against the Industry. Evaluate Service Models.

Your clients can help you grow your practice, enhance your service and operate more efficiently. A good client survey tool will help you ask the right questions, but the NEXA Client Intelligence Platform delivers meaningful data to help you grow your client base, identify at-risk clients, discover new opportunities, benchmark your service against the industry and much, much more.

The NEXA Client Intelligence process is easy to use and cost-effective. We walk you through the process of selecting from our database of over 100 proven questions, extract data from your CRM, craft communication to your clients about the process, gather the data through an easy-to-use 3-5 minute client survey, then analyze the data from our custom, industry-leading analytical tool.

Benefits from the NEXA Client Intelligence platform go beyond traditional client surveys. With our system you’ll be able to:

  • Identify at-risk assets
  • Discover new opportunities with your existing clients
  • Define your referral pipeline
  • Benchmark your service against the industry
  • Facilitate client communication
  • Increase client engagement
  • Perform firmwide evaluations
  • Measure and evaluate your service models
NEXA Insights

Companies that integrate with Nexa Insights

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Interested in partnerships with:

  1. #CRM
NEXA Insights

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.