Time. How valuable is yours to you? Building an effective survey is complex. NEXA has a proven survey process, that effectively reduces the time required to run a survey into a handful of hours. Our online, guided implementation process takes you through every step allowing you to launch a survey effortlessly.
In addition to saving you time, our technology transforms the data from what is normally a raw spreadsheet of results into actionable insights that are presented in a way that provides focus and clarity around the issues most important to you.
We have a library of compliance approved, RIA specific questions that are benchmarked against the industry. This allows you identify areas of focus relative to the industry, versus just looking at areas where you scored low which is not always indicative of how well you are doing.
For larger firms, our solution allows each individual advisor to have access to only their clients. This saves time which would otherwise be spent cutting the data and sending individual files out to advisors post-survey. With the security model advisors can have access real-time to their data, allowing for a quicker response to any at-risk clients.