360° client view
All household information is brought together: profile, assets, documents, conversation history and next steps.
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Financial services · Ongoing project
Making every alert actionable
Nexus is a single platform for financial advisors: it surfaces urgent actions at the right time and clarifies every step of the client journey.
Hi, how can I help you?
I can manage your clients, tasks and meetings, draft emails, find documents and more.
Unreplied emails (48h+)All caught up — no emails are overdue for a reply.
Alerts234 overdue tasks10 tasks due in 3 days
My overdue tasksClient summaryThis week's meetingsDraft an emailPipeline overviewCreate tasksFind a documentExport clients
01Product challenge
Every document, task and appointment matters.
Nexus centralizes the essentials of your activity so nothing slips through: documents, tasks, appointments and opportunity tracking.
No more switching between tools. Everything is connected, contextualized and ready for action.
02Product response
A single environment, from first contact to long-term follow-up.
Actionable alerts
Every alert states what needs to be done, for whom and when — instead of a simple notification to interpret.
Client portal
Clients upload documents, track the progress of their case and communicate in a secure space.
03Key modules
Everything a firm needs, in a single product.
01 / 10
04Personalized voice agent
A personal assistant for the advisor, by voice.
The voice agent is trained on the firm's vocabulary and case data. It is the fastest interface to the product: speak instead of navigate.
It does not replace the advisor's decision: it prepares, documents and reminds them what must be checked.
After the meeting
Dictate the summary
The advisor recaps the conversation out loud. Notes, follow-up points and tasks are attached to the right case.
Before the meeting
Ask for a briefing
In a few seconds, the agent recalls the client's situation, missing documents and pending actions.
During the day
Query a case
A single spoken question is enough to find a deadline, a document or the status of a request.
Retirement planning
Build the projection
The agent guides the preparation of the retirement plan: goals, deadlines, assumptions to confirm and points to document.
05Journeys and roles
Everyone sees what matters to them.
Advisor
A prioritized queue of actions, the full view of each client and an assistant that prepares the groundwork.
Team
Explicit roles and permissions, shared workflows and a common view of case progress.
End client
A portal that shows where a case stands, what is expected of them and how to communicate securely.
06Every day
What the platform changes in practice.
- Fewer context switches between tools.
- Immediate prioritization of what needs to be handled.
- Full traceability of documents and exchanges.
- A clearer client experience at every step.
07Kreapp approach
Built in short cycles, handed over to the client.
The product is designed around the business: journeys, data, rules and integrations are defined with the teams, not imposed by a generic tool.
Demos from the first weeks, user testing, a pilot and then production. The client retains control of the code, data and environments.
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Building a similar product?
Let’s talk about your business, your cases and what needs to become actionable.