Built for research and capital-markets teams. Nexa Author takes a report from first draft through compliance to every inbox, and Nexa Portal puts it in front of your clients, under your brand. Nexa CRM keeps every client relationship in one record, and Nexa Conference runs your investor events.
Use them together for a complete research and client operation, or start with the one you need most. They share one set of clients, one sign-in and one look.
Create. Approve. Distribute.
The research authoring and workflow system: write in the browser, take every report through your approval stages and deliver it in every format your clients read.
Your research. Your brand. Your clients.
The white-label research portal your clients sign in to, designed to your brand and run by your team, with every read measured.
Every client, one record.
The relationship system for research, sales, coverage and banking teams: who covers whom, what each client reads, every email and call, deals and roadshows.
Investor conferences, end to end.
The operations system for corporate-access and events teams, from the first invitation to the last feedback form.
One place to control every product: people and their access, sign-in rules, what Ask may do, your email templates and senders, and the reference data every product shares.
The backbone all four products sit on: the same people, companies and data, one sign-in, one news feed, and built-in help on every screen. Because they are one system, not four joined together, what happens in one is in all of them straight away: a new client, a published report, a read, a meeting.
Your clients, research and sales in one loop: who wrote, who approved, who sent, who sold, who clicked, who read and how they read it. All of it feeds the next loop.
Start from a news story or a template. The whole team writes together, section by section, with live figures and Nexa Author assistance.
Editorial and compliance sign off in your own workflow, stage by stage. Customizable by report type.
Every format at once: web, PDF, slides, email, audio and video. Author once.
Sales turn the note, or the morning’s news, into a sales note and follow up with the right clients.
Clients read, listen and watch in your branded portal, or straight from your emails.
Who clicked, read, listened or watched, and for how long, flows to research and sales, ready for the next loop.
Measure feeds the next Create, and the loop goes round again.
The products share their data, so nothing is typed in twice.
Reports go out to dynamic or static lists kept in Nexa CRM, so you control exactly who receives what.
What each client reads, listens to and watches, and for how long, in Nexa Portal or from your emails, shows on their Nexa CRM record.
Roadshows planned in Nexa CRM appear in Nexa Portal for the clients you have invited.
Nexa Conference enrols attendees straight from Nexa CRM contacts and lists, with their preferences.
Email, calls and meetings are logged where they happen; documents and figures come in from the files you already have.
Some of the headline features in the Nexa Author, Nexa Portal, Nexa CRM and Nexa Conference.
“Who read the latest note?” “Log my call with Sarah.” Type it or say it. Answers come from your live data, and every change is shown on a card for you to approve.
Start a report from a news story with the first draft already written, take it through approval and send it out in every format.
Every report on the web, as PDF or slides, as full audio or a two-minute summary, or as a video, in the reader’s own language.
Readers ask a question, or ask for a round-up of a company, sector or country, and get an answer drawn from your research and news, with links to the sources.
Tick the morning’s stories and company dates and get a sales note in your own sections, every point cited, ready for the right list.
Describe the event, or copy last year’s to new dates, and Nexa Conference sets up the days, rooms and slots for you.
Whether you produce research, sell it or collect it from many providers, or just service clients, the platform shapes itself to your business.
IMG-01A sales team at work on a trading floor
img/photos/audience-sell-side.jpgSales, coverage and corporate-access teams: every client, call, meeting and roadshow in Nexa CRM, with the content your clients need sent from one place, whether you wrote it or another provider did. Add Nexa Conference when you host your own events.
IMG-02A small independent research team in discussionimg/photos/audience-boutique.jpgBanks, brokers and independent houses: write, approve and distribute research with Nexa Author, then put it in front of clients in your own branded Nexa Portal, or alongside the portal you already have.
IMG-03A team reviewing work togetherimg/photos/audience-aggregators.jpgStart with one product and add the others when you need them. Each works on its own and they share one platform, so clients, research and engagement stay connected as you grow. Gathering research from many providers? Nexa Portal brings it into one private place.
Security and access control are built into the platform, not bolted on afterwards.
Security FAQsYour data encrypted at rest and in transit, hosted in the cloud region of your choice, on your own branded addresses.
Each customer’s data is kept completely separate from everyone else’s.
An emailed code, a password, or Microsoft or Google single sign-on, with approved email domains and two-factor your administrators can require.
PDFs watermarked with the reader’s name and digitally signed. Streaming that stops downloads and shared links.
We’ll walk you through the products you need, discuss your branding, the kinds of research, the type of clients you service.