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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ClickUp Yes 
Cvent Event Management Yes 
Eventbrite Yes 
Eventogy Yes 
Gmail Yes 
Google Calendar Yes 
Google Forms Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Java No 
LexisNexis InterAction Yes 
Litera Yes 
Microsoft Outlook Yes 
Salesforce Yes 
Tableau Yes 
Trello Yes 
Vuture Yes 
Zoho Forms Yes 
monday AI work platform Yes 

Integrations

ClickUp No 
Cvent Event Management No 
Eventbrite No 
Eventogy No 
Gmail No 
Google Calendar No 
Google Forms No 
HubSpot CRM No 
HubSpot Customer Platform No 
Java Yes 
LexisNexis InterAction No 
Litera No 
Microsoft Outlook No 
Salesforce No 
Tableau No 
Trello No 
Vuture No 
Zoho Forms No 
monday AI work platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

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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