Feature: Relationship Intelligence
Gain A Competitive Advantage With Relationship Intelligence To make the kind of data-driven decisions your
To make the kind of data-driven decisions your firm needs to grow, you need to trust your data. NEXL gives you the ability to consolidate and share the highest-quality data and client insights presented in modern dashboards and reports that allow you to look at data across the firm to build targeted growth strategies.
To make the kind of data-driven decisions your firm needs to grow, you need to trust your data. NEXL gives you the ability to consolidate and share the highest-quality data and client insights presented in modern dashboards and reports that allow you to look at data across the firm to build targeted growth strategies.
Relationship data allows you to make better business decisions and build stronger relationships with your clients. As the market and relationships change ongoingly, it is important to keep an updated view of your relationships with clients.
Identify who knows whom, how often you interact with clients and identify clients at risk before it is too late.
The ability to nurture client relationships is the heart of your firm’s success. Take advantage of NEXL’s centralized client intelligence to optimize client experience to strengthen existing relationships and establish a healthy foundation for new ones.
By leveraging relevant information and actions throughout your client journey, your firm’s members will be empowered to contribute to a positive client experience with actions informed by high-quality data.
NEXL provides relationship intelligence and opportunity tracking in a centralized repository, enabling you to identify patterns, uncover opportunities, find gaps, and manage your opportunity pipeline. You’ll have the power to easily identify who in your firm has strong relationships with a key client, and select the right person in your firm to make an introduction, all from one place.
Give your team access to relationship-building client data right where they work. Using a NEXL’s embeds relevant data right within your email application, allowing team members to capture, update, and reference information within the programs they use the most.
Erik Stegerhoek, Partner - Forest Flint
Tobias Starling
Business Development Manager - KLA Advogados
Ivana Milanovic, Business Development Manager - Janković, Popović & Mitić
Gain A Competitive Advantage With Relationship Intelligence To make the kind of data-driven decisions your
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