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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Other solutions for obtaining relationship data often necessitate complete data entry or data management, resulting in inconsistencies or missing information. Many alternatives require the purchase of several systems along with costly services for integration. In contrast, Nexl consolidates all necessary collaboration tools into a single platform. Effective teamwork is essential in today's work environment; without it, teams risk becoming isolated and misaligned. Collaboration forms the foundation of our approach. With Nexl, your relationship data challenges are addressed seamlessly. The platform automatically gathers all contacts and relationship insights for your organization. Additionally, our data enrichment feature provides access to information previously unavailable. You can categorize your contacts based on industry, job titles, locations, and even identify which firm members are acquainted with them, enhancing your networking capabilities significantly. This streamlined process allows for more effective relationship management.

Description

Comprehensive CRM features for wealth management are designed to enhance the management and analysis of client interactions, ultimately aiming to strengthen business relationships with clients and Centers of Influence (COIs), thereby aiding in client retention and boosting sales growth. Additionally, it offers tailored trust and wealth management workflows that encompass the entire client operation life cycle. The platform also includes a collection of customizable workflows that streamline the execution of compliance and risk management tasks. Furthermore, these full life-cycle wealth management workflows facilitate various processes, including referrals, pipeline management, fee exception approvals, sales oversight, client onboarding, custom incentive structures, and essential service tools, all of which contribute to delivering exceptional value to clients while ensuring operational efficiency. By integrating these capabilities, firms can effectively enhance their overall client engagement strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cvent Event Management
Domo
Eventbrite
Eventogy
Gmail
HubSpot CRM
Introhive
Java
LexisNexis InterAction
Litera
Mailchimp
Microsoft Outlook
Pipedrive
Splash
Tableau
Trello
Typeform
Vuture
Zoho Forms

Integrations

Cvent Event Management
Domo
Eventbrite
Eventogy
Gmail
HubSpot CRM
Introhive
Java
LexisNexis InterAction
Litera
Mailchimp
Microsoft Outlook
Pipedrive
Splash
Tableau
Trello
Typeform
Vuture
Zoho Forms

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Nexl

Founded

2018

Country

Australia

Website

nexl.cloud/

Vendor Details

Company Name

HWA International

Founded

1977

Country

United States

Website

www.hwainternational.com/tnet-frontoffice

Product Features

Product Features

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