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Discover Your Hub for Client Updates, Data Entry, Case Analysis and More
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Stay one move ahead of your competition by utilizing Nextek, a total business management system designed specifically for financial service professionals. Attend this webinar to learn about Nextek’s Case Central feature – your hub for data entry, client updates, case analysis and client-centric reporting. This presentation is brought to you, courtesy of Senior Market Sales®.
Five unique units that make up Nextek:
- Color of Money Risk Analysis (COMRA) — the first step to determining if your clients’ current assets are properly aligned with their risk tolerance
- Generational Vault — provide your clients with an integrated portal that simplifies viewing of accounts and financial status details and also enables secure sharing of documents and information
- Virtual Advisor — manage your customer relationships in this advisor portal that’s not just a CRM, but a total business management system
- Campaign Builder — an application that allows you to send targeted email campaigns to any lead in your Virtual Advisor People list
- Case Central — your hub for data entry, client updates, case analysis and client-centric reporting
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