Nexus - Wealth Management & SIP Providers
Nexus software suite is used by leading wealth management and SIP providers. Then Nexus helps to restructure the operational model, optimise the operations expense base, improve service delivery and NPS scores, evidence compliance and mitigate operational risk.
For more Nexus information and insight, download one of our case studies.
Find out more about:
- How Nexus has transformed operations within your industry
- The benefits and results Nexus has delivered for others in similar roles
- Challenges faced by other organisations within your industry
- Solutions offered by Nexus on an industry-specific basis
- How Nexus combines software and behavioural change to streamline operations
- Tangible data of results achieved through Nexus implementation
Download a Case Study
Problems solved by Nexus
- Aging IT platforms
- Commission payment systems cannot cope with future propositions the market will demand without significant increase in resource expense base
- You don’t know where to target the best return for both waste elimination and service improvement
- Administration servicing & claims costs are not reducing in line with or at a ratio to maintain forecast profit levels
- MI data does not line up with performance
Key Benefits
- Unlock understanding of the Customer Experience through real End-To-End measurement and heat mapping data
- Real-time reporting of internal and external customer touchpoints
- Bring all complaints information together in one place, regardless of operational configuration
- Take action from fact-based decision-making
- Significantly improve EBITDA
- Significant reductions in the Cost of Acquisition Renewals and Claims processing costs
- Demonstrate knowledge and understanding of key customer processes and the progress of all work item from receipt to final completion
- Reduction in transactional costs
- Reduction in waste & rework
- Demonstrate how teams and individuals follow and observe compliance with set service standards
- Role owners are empowered through interrelated data enabling them to ask the right questions and perform at the right level
- Staff understand how their work impacts all areas of the organisation, leading to greater sense of empowerment and achievement
- Staff are able to access and achieve the correct training and skills
- Focus investment on waste elimination, Generic User Interface & Robotic Process Automation, and correspondence material that delivers ROI to all stakeholders
