Supercharge your lead conversion
Introducing Deal Dynamics
The ultimate personalized consultation tools designed to transform client interactions in the financial world. With Deal Dynamics, sales consultants and customer service representatives can engage in real-time, two-way presentations with clients. By delivering clear, personalized financial snapshots, consultants can address client needs with precision, increasing their likelihood to convert.
Platform that delivers impactful, personalized consultations
We're Revolutionizing How Financial Services Engage With Clients.
Say Goodbye to the days of impersonal sales pitches; instead, we're ushering in an era of consultative, personalized solutions powered by cutting-edge technology. At NextGen Financial Technologies, our mission is clear: to transform financial interactions into meaningful, collaborative journeys. We’re committed to creating consultative, personalized experiences that empower clients in their financial lives.
Empowering clients in their financial lives
Driving Business Growth Through Strategic Consulting
Collaborative Approach, Lasting Impact
At NextGen Financial Technologies, we engage with you through a consultative approach to provide tailored solutions. This includes CRM integrations, custom marketing and lead generation systems, and configuration of our Deal Dynamics platform with your systems.We start by listening to your specific needs and objectives, gaining a deep understanding of your organization's goals and challenges.Our experienced consultants provide expert guidance and unparalleled support throughout the consulting process, ensuring your success.
NextGen Financial Technologies LLC
1258 Fox Hedge Ln Saint Cloud, FL 34771
Tell Us About Your Project
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Deal Dynamics Demo
Have a look at Perfect Pitch, the presentation tool in Deal Dynamics.
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Terms of Service
Effective Date: June 5, 2025
Welcome to NextGen Financial Technologies LLC ("NextGen," "we," "us," or "our"). By accessing or using our website, services, or products, you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our services.
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1. Services Provided
NextGen offers consultative and technological solutions, including but not limited to:
Personalized financial consultation tools (e.g., Deal Dynamics)
CRM integrations
Custom marketing and lead generation systems
Configuration and implementation of our platforms with client systems
Our services are designed to enhance client interactions in the financial sector.
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2. Payment and Fees
Payment Obligations: Clients agree to pay all fees associated with the services provided by NextGen as outlined in the respective service agreements or invoices.
Non-Refundable Policy: All payments made to NextGen are final and non-refundable. This includes, but is not limited to, fees for consultations, software access, integrations, and any other services rendered.
Third-Party Payment Processors: Payments may be processed through third-party payment gateways. Clients are responsible for reviewing and agreeing to the terms and conditions of these payment processors.
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3. Client Responsibilities
Clients are expected to:
Provide accurate and complete information necessary for the delivery of services.
Cooperate with NextGen in the configuration and implementation of services.
Ensure that their use of our services complies with all applicable laws and regulations.
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4. Intellectual Property
All content, trademarks, service marks, trade names, logos, and intellectual property related to our services are owned by NextGen or its licensors. Clients are granted a non-exclusive, non-transferable license to use the services for their internal business purposes only.
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5. Confidentiality
Both parties agree to maintain the confidentiality of any proprietary or confidential information disclosed during the term of the engagement.
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6. Limitation of Liability
To the maximum extent permitted by law, NextGen shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly.
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7. Termination
NextGen reserves the right to suspend or terminate services if a client breaches these Terms or engages in conduct that is harmful to NextGen or its clients.
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8. Modifications to Terms
We may revise these Terms from time to time. The most current version will always be posted on our website. By continuing to use our services after changes become effective, you agree to be bound by the revised Terms.
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9. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles.
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10. Contact Information
For any questions regarding these Terms, please contact us at:
NextGen Financial Technologies LLC
1258 Fox Hedge Ln
Saint Cloud, FL 34771
Email: [email protected]
Phone: 516-578-1948
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Acknowledgment
By using our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.