Nexus Investment Solutions

Services

What we do best

Nexus can meet your firm wherever you need to ensure that you're getting the most you can out of the system.

Flagship Service

Data Foundation

For your conversion and the AI enablement that follows.

Free yourself to focus on designing your implementation, not extracting data for it. We continuously and automatically pull your legacy-system data, daily, from week one through go-live, so cleaner data keeps flowing and your project stays on track. And it doesn't just disappear into a folder: your data lands in a database you own, giving you a real foundation for your own AI strategy going forward.

How it works
One-week on-site visit at project start to build the automated extraction. Runs entirely on your own infrastructure. Sensitive data never leaves your network.
Pricing
Flat project fee for core data extraction. Additional data services billed hourly.
Who it's for
Customers signed but not yet kicked off, or mid-implementation choosing to outsource data extraction.

The Bigger Picture

Smooth, fast, reliable, and consistent data extraction on the customer's side is the single most important piece of keeping an implementation on track. The number one reason implementations get delayed is issues extracting customer data, some source systems are simply harder to pull from than others, some require real technical expertise, running reports can be time-consuming, and it's not always obvious exactly what the platform needs, which creates back-and-forth between you and the platform team. Getting this handled cleanly and consistently from day one makes the rest of the implementation dramatically smoother. We go on-site to get this in place in one week, drastically accelerating the time to get your team using the application with your data.

Production parallel is critical to a smooth implementation, but can be time-consuming: various files are needed daily for at least one month of parallel prior to go-live. Our goal on Nexus-led implementations is to reach parallel within the first month and maintain it continuously all the way to go-live. That unlocks real testing throughout the project: your actual data, your integrations, your external files, the daily reports your teams depend on, instead of everyone working off stale implementation data until we reach production.

With AI rapidly changing our landscape, one truth remains: having your data organized sets you up for success. The Data Foundation pipeline can be expanded to pull data from sources that typically don't integrate well with AI, unlocking workflows that bridge the gap between your firm's local network and your web-based applications.

Post Go-Live Services

The implementation doesn't stop at go-live.

Your implementation is live, now let's make sure you're getting everything out of it. Whether it's a CRM migration, archiving historical data, reviewing a workflow, or building a new integration, we meet you wherever you need help getting the most from the platform you invested in. Every engagement starts with a clear estimate, so you know what you're signing up for.

Pricing
Hourly/project-based, estimate provided with statement of work.
Who it's for
Any customer on the platform, whether or not you've worked with Nexus before.

Project Strategy

Senior oversight, not another project tracker.

Your implementation team already has a project manager. What you don't have is someone in your corner: an independent expert who has been through this before and understands the ins and outs of the process. We're focused solely on your interests, keeping the project on track and holding everyone, including your own team, accountable to their part.

Pricing
Hourly/project-based, estimate provided with statement of work.
Who it's for
Lean firms who want to outsource project management.Larger firms looking for experienced, third-party guidance through the implementation.

End-to-End Implementation

Your implementation, tailored to your business.

One expert leads every domain, front office to back office, so nothing falls into the gap between specialists. Backed by our own technology, we operate extremely efficiently and can answer any question that comes up along the way. We bring our data-extraction specialty right into the project, meet you wherever you need us, and handle the busy work so you can focus on what the final picture looks like.

These implementations are truly tailored to your firm's needs. Want to be entirely hands-off? We'll take it from there and keep you updated along the way. Want to keep ownership of the implementation and just have a subject matter expert on hand to guide your team? We can do that too.

Pricing
Flat project fee within statement of work. Additional services billed hourly.
Who it's for
Lean firms who want an implementation without bogging down their team, at an affordable price.Highly skilled, independent firms that want to own the implementation with a subject matter expert to consult along the way.

Not sure where to start?

Tell us where you are in your implementation and we'll point you to the right service.

Get in Touch