By offering the leading ERP solutions from two of the top software publishers in the world, Microsoft and Sage, and with our knowledge and experience implementing software solutions for Financial Services Organizations, we are able to help your organization drive down costs of internal processes and help you provide better customer service to grow your business in the face of strong competition. 

Build Customer Connections
To be successful, financial services companies must know how to turn every transaction into an opportunity by building strong customer connections.

• Improve customer service and increase branch profitability with  improved collaboration.
• Investment and wealth management advisors can increase the profitability and value of customer relationships by gaining more complete views of their clients' needs and more quickly and effectively providing advice.

Enable Your Mobile Workforce
Financial services institutions can increase productivity and value by helping their employees communicate and collaborate with team members and clients while they're away from their offices. With mobile technologies:

• You will be able to extend existing and customized business applications for use on the go.
• Employees in the field will have the tools they need to access up-to-date business information and more quickly respond to their customers.
• Employees will have the ability to submit claims on site, financial advisors could provide rich client experiences outside the office, and banks could extend their services to customers when customers want them, through more profitable channels.

Drive Real World Business Processes
For your company to succeed, your employees must be able to collaborate easily with people inside and outside the organization. They have to be knowledgeable about your customers, look for new business opportunities, and make the best decisions possible—sometimes under stressful conditions.

• Improve the ease of use of your business management software and deliver the kind of information your workers need to do their best work.
• Familiar, easy-to-use enterprise resource planning (ERP) software helps agencies run more effectively, and familiar customer relationship management (CRM) systems help ensure greater adoption and improved customer intimacy.
• Employees can better understand customers, agencies and firms can more readily identify the most profitable agents and lines, and everyone can identify the most lucrative customers.

Drive Business Performance

An integrated solution for business intelligence that is available to all people in the financial services industry is imperative for driving business performance and supporting the direction of your company.

• Give your employees the necessary tools to transform data from disparate systems into powerful insight and gain the ability to improve planning, budgeting, and forecasting.
• Provide your people with better business intelligence (BI) and quickly create integrated reporting and analysis to help make faster and better business decisions.
• Manage risk better and give your frontline employees the ability to better identify and prevent fraud, such as credit card fraud or faulty claims.

Find, Use, and Share Information
Information is critical to any company, but especially to companies that want to provide timely and valued client advice, or that operate in a highly regulated environment. To be successful, financial services firms must meet both.

• Technology can help empower your most important business asset—your people—by enabling them to find and use the right information quickly, to more efficiently address opportunities or regulatory requirements.
• Gain easier access to information to help your people find the right product or service to offer a client—along with information on how best to offer it to the customer.

To learn more about NexTec Group and how we can provide an afordable, end-to-end application solution that meets your specific needs, please contact our office located nearest you or submit an information request.

With offices in the Pacific Northwest, Southern California, Houston, Cleveland, New Jersey and New york City, we offer a world-class team of CPAs, MBAs, MCPs, former controllers and other professionals dedicated to implementing robust, scalable software solutions to address our clients' unique needs.