Coming soon: Ask aNexa!

Q4 | December 2022

Topic: Inside Nexus

Alexandra Jemetz CIM

December 19, 2022


Print & Share

Print

Coming soon: Ask aNexa!

Q4 | December 2022

Ok, we might not be as sophisticated as Amazon or Google, and we won’t be eavesdropping on any of your conversations. But we did learn a few things we could be doing better from our client survey earlier this year.

Again, we thank all those who participated for your thoughtful and valuable input. We are listening, and we thought we’d take just a moment to share a sampling of the conclusions.

One of the takeaways is that we need a convenient and trusted place for our clients to go for Frequently Asked Questions (FAQs). Think of it as a Nexusized Alexa! Certain common themes cropped up in the feedback we received from our clients, including portal accessibility, how to understand our reporting, how fees are calculated, and many other topics. As a taste of what’s to come, some examples:

Q: I didn’t know I could get my reporting online. How do I go about setting that up?

A: Yes, you can get your reporting online, in paper form – or both! You can also suppress certain reports, if you choose to. If you would like to change the method of receiving your reports, or which reports you want to receive (RBC and/or Nexus), contact your Portfolio Administrator or your Relationship Manager.

Q: I’ve forgotten how to access my client portal. Can you remind me?

A: Sure!  On our website you will find a “Client Login” button on the top right menu. To log in, you’ll need your email address that Nexus has on file for you and your Password. Your Password is either the one you received automatically when you signed up for the Portal, or the one you last changed it to. If you have forgotten it, simply click the “Forgot Password” button and you will be directed how to change it. Your Portfolio Administrator or Relationship Manager can help.

We also learned that our onboarding process has room for improvement, primarily in the communication of what the client should expect once they say, “I want to be a client”. So, we are preparing a client-friendly, onboarding document outlining exactly that – a sort of “What to Expect” for new clients.

We also received some feedback on ways to improve our quarterly presentations, most notably to focus more on the holdings in our portfolios. We’re also exploring other ways to do this, beyond our investment presentations.

Another important take-away is that clients who use our wealth planning service find it valuable. There were some questions on how often a plan should be updated and when to do a check-in on how a client is doing.  We are looking at ways to better present this information, so expect to see some information in the FAQ section, and possibly some changes in our reporting in the future.

As always, we’re here for you. If you have any questions or concerns – or more feedback –  you can contact your Nexus Relationship Manager at any time.

More Like This...

See another CRM2 blog post that may be of interest to you.

CRM2: The Nexus Approach to our CRM2 Reports

Topic:
CRM2
Excerpt:
With changing securities regulations coming into effect, investment firms are now required to provide individual investors with specific additional in

More Like This...

See another Foundations & Endowments blog post that may be of interest to you.

Charitable Giving Made Easier

Topic:
Foundations & Endowments
Excerpt:
Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and

More Like This...

See another Human Interest blog post that may be of interest to you.

The Case for Openness – An Open and Shut Case?

Topic:
Human Interest
Excerpt:
From time immemorial, mankind has been open. Open to new ideas, open to trade, and open to migration – the three critical ingredients for progress.

More Like This...

See another Inside Nexus blog post that may be of interest to you.

Embracing the Golden Years: A Journey of Reflection and Wisdom

Topic:
Human Interest, Inside Nexus
Excerpt:
It was an otherwise slow mid-afternoon trading session on the “old” floor of the Toronto Stock Exchange at 234 Bay St. The dog days of summer had

More Like This...

See another Investments blog post that may be of interest to you.

Say “No” to Absolute Safety

Topic:
Investments
Excerpt:
My colleague Harsh Narsinghani and I were recently discussing how many of our clients were unnerved by geopolitical and economic worries and how it

More Like This...

See another Pearls of Wisdom blog post that may be of interest to you.

“Work, Work, Work, Work, Work, Work”

Topic:
Pearls of Wisdom
Excerpt:
This has been a busy year. I’ve had lots happening on the home front (a wedding!) and lots going on at the office (too long to list!) Managing work

More Like This...

See another Tax Planning blog post that may be of interest to you.

Saving in my Professional Corporation – It’s a Great Idea!

Topic:
Tax Planning
Excerpt:
The ability for professionals in Canada to incorporate their practice has existed for some time. Doctors, dentists, lawyers, accountants, and other

More Like This...

See another Wealth Planning blog post that may be of interest to you.

Dentists Get Their Financial Check-Up: Nexus attends the 2022 Ontario Dental Conference

Topic:
Wealth Planning
Excerpt:
In early May, we had the opportunity to attend the Ontario Dental Association’s (ODA) Annual Spring Meeting (ASM) in Toronto. Now in its 157th year,

On a Side Note…

See another CRM2 Nexus Notes Quarterly article that may be of interest to you.

No posts found.

On a Side Note…

See another Foundations & Endowments Nexus Notes Quarterly article that may be of interest to you.

Charitable Giving Made Easier

Topic:
Foundations & Endowments
Excerpt:
Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and

On a Side Note…

See another Human Interest Nexus Notes Quarterly article that may be of interest to you.

Worth 1,000 Words

Topic:
Human Interest
Excerpt:
A little humour makes the world a better place.

On a Side Note…

See another Inside Nexus Nexus Notes Quarterly article that may be of interest to you.

Where Have All the Boutiques Gone?

Topic:
Inside Nexus
Excerpt:
Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and

On a Side Note…

See another Investments Nexus Notes Quarterly article that may be of interest to you.

Don’t Worry, Be Happy

Topic:
Investments
Excerpt:
A recent article by David Brooks in The Atlantic magazine argues that, despite the heavy shroud of pessimism that envelopes most of our current

On a Side Note…

See another Pearls of Wisdom Nexus Notes Quarterly article that may be of interest to you.

Pearls of Wisdom

Topic:
Pearls of Wisdom
Excerpt:
Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some

On a Side Note…

See another Tax Planning Nexus Notes Quarterly article that may be of interest to you.

A Nexus Feature on: First Home Savings Accounts (FHSA)

Topic:
Tax Planning
Excerpt:
The FHSA is a registered plan to help Canadians save for their first home and could play a role in either your or your adult child’s overall wealth

On a Side Note…

See another Wealth Planning Nexus Notes Quarterly article that may be of interest to you.

From The Editor: Planning for Long-Term Care

Topic:
Wealth Planning, Living to 100
Excerpt:
As part of our Living to 100 series, Nexus hosted a client event in June featuring guest speaker Karen Henderson, an expert in long-term care planning