Client Intelligence Platform

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Client Intelligence Platform

Offered by NexaInsights
Integration Time
1 Week
15% discount
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  • Description
  • Advantage
  • Benefits

Know what your clients really want from you. Know what matters most to them.

Your clients can help you grow your practice, enhance your service and operate more efficiently. A good client survey tool will help you ask the right questions, but the NEXA Client Intelligence Platform delivers meaningful data to help you grow your client base, identify at-risk clients, discover new opportunities, benchmark your service against the industry and much, much more.

The NEXA Client Intelligence process is easy to use and cost-effective. We walk you through the process of selecting from our database of over 100 proven questions, extract data from your CRM, craft communication to your clients about the process, gather the data through an easy-to-use 3-5 minute client survey, then analyze the data from our custom, industry-leading analytical tool.

You know that you should survey, NEXA Insights helps you get the most out of the process.


Chalice Network Advantage

15% discount


Benefits from the NEXA Client Intelligence platform go beyond traditional client surveys. With our system you’ll be able to:

  • Identify at-risk assets
  • Discover new opportunities with your existing clients
  • Define your referral pipeline
  • Benchmark your service against the industry
  • Facilitate client communication
  • Increase client engagement
  • Perform firmwide evaluations
  • Measure and evaluate your service models