Nexgen Customer Relationship Management System (CRM) is a data driven solution to improve the partner’s customer base by maintaining and managing customer relationships effectively. It allows seamless access into customer information compiled across different channels throughout the customer life cycle.
With Nexgen CRM, partners can centralize all their client activities, documentation, research materials and e-mail communications. Other functions include recording various customer interactions, automating various tasks, calendars and alerts and giving managers the privilege to track performance and productivity. It also restricts access to ensure compliance with internal and external policies.
Nexgen CRM streamlines processes and increase profitability in sales, marketing and other service divisions by managing interest levels, client types and investment probabilities. It also helps in creating and sharing reports and analytics to measure sales effectiveness.
Nexgen Research Management System (RMS) is a full-featured, automated and user friendly solution that helps in managing and accessing information stored across various data systems through a single console.
Nexgen RMS makes use of a simple knowledge interface to stock up and deliver information that is critical in decision making. Data spread across disparate systems are structured and consolidated by storing it under various categories, tagging it for the relevant keyword. This enables users to both create and search for information, internally or externally through powerful and intelligent search based on keywords and intent.
Nexgen RMS simplifies and automates many tasks like planning surveys, scheduling interviews, tracking emails and many more. With this system, it is simple for portfolio managers to configure and generate portfolio. The financial advisors could monitor the status of various tasks and speed up operational workflows with minimal administration. Email conversations, documents, reports and everything can be accessed at a single search.
Nexgen Personal Trade Compliance (CAM) is a peerless product geared towards automating employee personal trade compliance requirements. It provides legal and compliance departments with a comprehensive view of employee and company activity as defined by the firm's code of ethics policy. It minimizes the total amount of monitoring required for compliance by providing all the tools required to mitigate risks and protect the firm.
With Nexgen CAM, compliance officers can easily manage vast, disparate data and processes to comply with the changing trading regulations. A sophisticated configurable alert system has been implemented to notify selected users or groups of any discrepancies within the selected categories.
Nexgen CAM provides complete information segregation by providing data access only to the appropriate business units. The system checks for current and historical records to verify if the employee’s personal account dealings are consistent with the company policies.
Nexgen Investor Portal is a fully customizable, web-based reporting system that gives investors an easy access to information and reports about their investments. This feature-rich, user friendly portal completely redefines how the partner and clients access, analyze and view financial information.
While providing a safe and secure access to information for the investors, the partner is given full control over the flow of information. The user permission system ensures that each visitor has accessed information corresponding to the user privilege level.
Fund managers can post fund performance, research data or account-level analytics. Investors can securely access fund & account statements, transaction history, partner letters, K-1s and check how well their funds are performing. The portal is designed to deliver transparency to the investor base and enhance productivity. The system allows funds of funds, family offices and other investors to provide transparency into their portfolios and helps in streamlining marketing processes by qualifying prospects online.
Nexgen POG or planogram builder is a web based visual merchandising tool which helps in managing and allocating products on the retail shelf spaces by classifying product categories as separate business units to meet customer demands.
Merchandising brands has become easier with our planogram design interface, offering a hassle-free shelf interaction with a simple drag and drop and a one touch selection for product placement. Fixtures, products and point of sale(POS) elements can be easily added or removed easily and the product can be accessed from any smart phone or tablet.
The 2D capabilities with high end specification graphics provide space planners with a detail front and side view of the planogram. Space planners can share or send the design in any format and final deliberations about items can be made in real-time with instant feedback. With a compilation of planogram reports, retailers and suppliers can see everything in a single place.
Product Lifecycle Management System is a solution designed to help companies develop a sustainable culture for developing and promoting product innovation. It’s a collection of tools and methodologies that help companies increase speed and decrease risk with innovation.
In this age of rapid revolution, launching new products has become riskier. With this software, selecting one out of several innovative ideas is easier to launch and promote a new product with reference to the opinions of various types of consumers collected through surveys.
It gives managers a framework for surveying all the initiatives the business has to undertake. It can also test how well products fit with consumer expectations and identifies the scope for improvement to drive repeat sales.