michael.pendergrass
Acronym
NEXA Insights, LLC
Product ID
NEXA_Client_Feedback
Logo
Description
Allowing advisors to measure and analyze their client experience.
Images
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Details
- 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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Details
- 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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Details
- 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.
Features
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.
Vendors
Management Style
Schwab Products
Section