Nexa Insights
- Lenexa, KS, USA
- https://www.nexainsights.com/
FEATURES OVERVIEW
NEXA Insights offers a variety of services focused on measuring the client experience for a modern advisory practice. Learn more about our services below.
Identify At-Risk Clients
With an aggregated focus on at-risk clients, NEXA highlights retention risks so you can proactively act to retain clients.
Increase Client Engagement
Dial into your clients' satisfaction levels, and increase client engagement by leveraging the data to make strategic changes specific to their feedback.
Evaluate Service Models
Take a look at varying levels of service and identify how those service levels are impacting your overall client engagement.
Define Your Referral Pipeline
Highlight advocates and identify those actively referring to your practice, allowing you to leverage a more focused group of individuals to grow your business.
Benchmark Against the Industry
See where you stand within the industry on specific areas of your practice. Make adjustments to the things that matter most to your clients.
Discover New Opportunities
Expand your offering, and grow organically by identifying opportunities to provide additional services within your current client base.
Perform Firmwide Evaluations
View client engagement and satisfaction levels of offices, teams, and individual advisors so you can identify areas of strengths and weakness within your organization.
Expand M&A Due Diligence
Include retention measurements into your due diligence process and further define valuations with a better grasp on potential revenue loss.
Facilitate Client Communication
Leverage the results to begin conversations on improving the client experience, and expand your communication into another avenue focused on the client.
OUR CLIENTS
Among our clients, there are numerous industry leaders. They are ranked as some of the most successful companies within the wealth meanagement industry, and trust NEXA Insights to help them become even better.
Among our clients, there are numerous industry leaders. They are ranked as some of the most successful companies within the wealth meanagement industry, and trust NEXA Insights to help them become even better.
Among our clients, there are numerous industry leaders. They are ranked as some of the most successful companies within the wealth meanagement industry, and trust NEXA Insights to help them become even better.
Among our clients, there are numerous industry leaders. They are ranked as some of the most successful companies within the wealth meanagement industry, and trust NEXA Insights to help them become even better.
Among our clients, there are numerous industry leaders. They are ranked as some of the most successful companies within the wealth meanagement industry, and trust NEXA Insights to help them become even better.