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An analytics dashboard providing a detailed summary of survey results and client metrics for financial advisors. It includes benchmark comparisons, participation rates, asset risk breakdowns, engagement metrics, and other actionable insights.
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An analytics dashboard delivering a comprehensive breakdown across organizational hierarchies, including scoring by offices and individual advisors. It features peer benchmarking and allows for detailed drilldowns into the results with just one click.
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An analytics dashboard providing a comprehensive view of question scoring, complete with peer benchmarking, distribution breakdowns, and detailed organizational-level scoring. All insights are accessible with a single click for seamless drilldowns.
Product Description
About this Product
Allowing advisors to measure and analyze their client experience:
- Combining data and insights to deliver actionable feedback.
- Benchmark client satisfaction against industry standards.
- Growth through referrals and targeted sales opportunities.
About NEXA Insights, LLC
Founded in 2018, NEXA Insights specializes in measuring client experiences for financial advisory firms. Our innovative platform empowers advisors to create and distribute customized surveys, gathering both quantitative and qualitative insights to evaluate client satisfaction and engagement. Through advanced analysis, advisors can pinpoint at-risk clients, assess service models, and compare their performance with industry benchmarks. Equipped with rich data visualizations and intuitive dashboards, the platform enables data-driven decisions to strengthen client relationships, boost retention, and uncover growth opportunities. Additional features, such as gathering referrals, collecting testimonials, and facilitating Google reviews, enhance the overall process, making it a comprehensive tool for business success.
Product Details
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.