NEXA helps financial advisory firms understand their clients, identify opportunities, uncover risk and improve the experiences that drive retention and growth.
From annual client experience surveys to post-seminar feedback, NEXA transforms individual responses into clear, actionable intelligence.
NEXA gives advisory firms purpose-built feedback programs for two critical parts of the client and prospect experience.
Measure satisfaction and engagement across your client base while identifying retention risks, advocates, service opportunities and areas where your firm can improve.
Automatically gather feedback from attendees and non-attendees to understand the event experience, improve registration, identify future interest and make smarter event decisions.
Your clients are constantly forming opinions about your service, communication, advice and overall relationship. NEXA gives those opinions structure.
Our annual Client Experience program measures the health of your relationships and converts feedback into insights your advisors can actually use.
Surface retention risks so advisors can proactively address concerns before relationships deteriorate.
Understand satisfaction and engagement levels and make strategic changes based directly on client feedback.
Compare service levels and understand how different client experiences impact engagement and satisfaction.
Identify advocates and clients already referring so advisors can focus growth efforts on the right relationships.
Compare specific areas of your client experience against NEXA's industry benchmarks.
Identify additional services clients want and uncover opportunities to deepen existing relationships.
Your happiest clients are often your best advocates. NEXA helps you identify them and creates a natural opportunity for clients to share their experience publicly.
Instead of sending a generic review request to your entire client base, NEXA incorporates Google Reviews directly into the client feedback process—giving satisfied clients an easy path to leave a review while keeping the experience simple and seamless.
Registration and attendance numbers only tell part of the story. NEXA Post-Event helps you understand the experience behind the numbers.
Survey attendees about the event itself while separately engaging non-attendees to understand why they didn't come, what created friction, and what might get them to your next event.
NEXA takes you beyond spreadsheets and survey responses by organizing feedback around the decisions your firm actually needs to make.
See results as they happen without waiting for a final report or spreadsheet.
Analyze feedback by advisor, office, service level, tenure, age and custom segments.
Understand performance in context instead of simply deciding whether a score looks good or bad.
Move from aggregate results directly to the clients or participants behind an insight.
Capture candid comments and surface the themes that deserve your team's attention.
Identify advocates and create opportunities for testimonials and online reviews.
Compare advisors, teams and offices while controlling access to participant-level data.
Use proven questions, workflows and communication templates without building a program from scratch.
We’ve had a great experience working with Nexa Insights over the past two years on our client satisfaction surveys, and we’re excited to continue in 2026. The feedback process has helped us stay proactive by identifying client concerns early, giving us the opportunity to address issues before they become larger problems. It’s also encouraged more clients to share positive experiences through Google reviews and referrals. Most importantly, hearing directly from our clients has given us valuable insight into their experience and helped us continue improving the way we serve them.
NEXA Insights continues to be a trusted resource, providing a robust dashboard with meaningful and actionable insights for our advisors. Their responsiveness and willingness to support our team at every step makes the process seamless and highly valuable for our organization. NEXA stands out as a leader in the marketplace delivering high quality results through a user-friendly platform.
We had a great experience working with NEXA Insights for our client survey. Their team made the process simple, and the platform was easy to use. The survey gave us valuable feedback we may not have uncovered otherwise, including opportunities to strengthen existing client relationships and address potential retention concerns early. We also appreciated how streamlined the process was, as NEXA handled much of the setup and reporting, making it easy to gather meaningful client feedback without creating extra work for our team.
For over 20 years, we have struggled with gathering client feedback. The process we used was very manual and took such an inordinate amount of time that we sent our surveys once every 2 years! Not a good system at all. When we saw how easy it was to poll our clients with Nexa Insights, 20 years of frustration melted away. For companies that care about hearing feedback from their clients, I would enthusiastically recommend the Nexa Insights product.
Pricing is based on the size and complexity of your client survey. Schedule a demo and we'll provide pricing specific to your firm.
Everything needed to prepare your firm for a successful survey.
Launch your survey and turn client feedback into actionable intelligence.
Whether you're interested in measuring your client experience, improving your events, or just want to learn more about NEXA, we'd be happy to help.
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Schedule a short demo and see how NEXA turns feedback into insights your team can actually act on.