Nextek

When you’re in Virtual Advisor, you can start a new case in iPipeline with just four clicks. A single sign-on connection to iPipeline saves you time. Spend more time working with clients and less time remembering passwords.

Nextek’s fintech solutions are fully integrated with financial services industry standard programs like Firelight, iPipeline and e-App. This seamless integration auto-fills repeatable information, saving you time while increasing accuracy.

Visit our website to learn more about the Nextek advantage.
https://hubs.ly/Q035B6N50

Forget about automated phone menus, FAQ pages that don’t answer your questions and Q&A forums where the most recent answer is three years old. Nextek offers a live support team to help you troubleshoot problems, provide guidance and get the most out of the technology we create for you.

Connect with our support team. Call 888.338.1379.
https://hubs.ly/Q035zYpn0

Financial services is a tough industry, but it doesn’t have to be. With fintech experts on your side, it can be a whole lot easier. Nextek makes it easier to be successful in the financial services industry through technology that enhances the client relationship and implements a seamless, proven process.

Visit our website to learn more.
https://hubs.ly/Q035B6N40

AI scams are likely to be a significant problem in 2025. Take a moment to read this Forbes article so that you’ll know what to watch out for and put yourself in a position to effectively warn your clients.

5 AI Scams Set To Surge In 2025: What You Need To Know AI scams may surge in 2025 as fraud as a service operations expand, providing criminals more access to perfect deepfakes which will make their scams more believable.

Technology is constantly evolving, but love is the one innovation that needs no improvement. Happy Valentine’s Day from all of us at Nextek.

A more efficient — and effective — sales process starts with putting it all in one spot. The Sales Acceleration Platform integrates your office's entire sales process in one seamless environment. From lead generation to marketing, client management to financial planning, implementation to building ongoing relationships with clients, do it all on the Sales Acceleration Platform.

Contact Nextek to learn more about the Sales Acceleration Platform today.

Don’t miss this tech news roundup from Forbes, which covers trending topics, such as:
• Microsoft AI Training: Microsoft denies using your Office docs to train AI.
• Remote Work Future: Remote work faces challenges in 2025.
• AI-Powered Checkout: Mastercard leverages AI for smoother checkouts.
• Robot Workforce: Professional robot sales surge by 30%.
• AI in AP: AI streamlines the accounts payable processes.

Stay informed on the latest tech trends that can impact your business. https://hubs.ly/Q033ZSj00

Business Tech News: Is Microsoft Using Your Office Docs To Train Its AI Applications? No, they're not. Also: remote work is headed towards a "bad year," robots are growing and how Mastercard is using AI to help customers.

The Color of Money Risk Analysis assesses your clients’ finances and evaluates their risk tolerance. Nextek will build your COMRA site and track the data that comes in from it so you can focus on helping your clients understand what the data means.

Join the ranks of financial services professionals doing more with COMRA.

At Nextek, we celebrate successes — yours and ours. In fact, celebrating success is one of our core values. We’re in this together, and when you do better, we do better. Work with a software developer who is as committed to your goals as you are.

Contact Nextek to learn more.
https://hubs.ly/Q033ZNy90

Technology drives the financial services industry forward. At Nextek, we focus on creating data-driven solutions that keep the financial services industry and its professionals running. That’s why our software serves more than 2,000 offices nationwide.

Add your office to our client roster. Contact Nextek today.
https://hubs.ly/Q033ZR_m0

Being on the frontier of financial technology isn’t always easy, but staying committed to our mission is crucial to helping you reach your goals. In an ever-evolving industry, innovative, state-of-the-art technology is a must. With Nextek, you won’t just stay ahead of the curve; you’ll be a part of it.

Visit our website to learn more about Nextek’s innovation.
https://hubs.ly/Q033ZLGm0