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Nextek's Virtual Advisor & Campaign Builder: The Essential CRM and Email Marketing Tools for Financial Professionals
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To succeed in the financial services industry, you must utilize the best resources. Senior Market Sales® helps by offering its agents access to Nextek, a financial planning tool designed specifically for the financial services industry. This platform includes a Virtual Advisor for better managing customer relationships. Nextek is more than just a CRM, it’s a total business management tool.
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