Business introduction
Measure client engagement with a solution built for financial advisors
RIA client experience surveys & analytics
Research
Having a firm grasp on the health of your client relationships increases retention and promotes advocacy. Performing research is crucial to providing the data you need to evaluate client engagement.
Insights
Whether it's identifying at-risk clients, building a list of your firms'​ best advocates for referrals, or analyzing variances between client segments in regards to communication or technology, we are able to provide a deep dive into your book.
Analytics
We take your raw data and turn it into actionable insight, giving you full control over the survey - from aggregated views to the detailed client responses. We provide the focus you need to form actionable insights into your clients.
Nexa Insights Solutions
Nexa Client Surveys
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......
