Busy, but slow
- Information spread across emails, files and conversations
- Teams manually updating records
- Reports recreated again and again
- Work that depends on follow-ups and memory
NX365 / powered by 1CX
Upgrade Your Microsoft 365. Automate Your Business With Secure, Governed AI.
Your business doesn’t need to adapt to NX365. NX365 adapts to your business. It works with your existing documents, templates and processes, turning everyday information into structured records, automated operations and measurable business outcomes.
- ✓ Keep your existing processes, documents and templates
- ✓ Transform information into structured business records
- ✓ Automate activities, reporting and business processes
- ✓ Secure, governed AI built on Microsoft 365
- ✓ Fully managed by 1CX
Built for firms preparing for the future
Professional services firms face increasing regulation, rising service expectations, talent shortages and growing pressure to scale efficiently. NX365 helps firms use AI, automation and business intelligence to prepare for what comes next.
Serve more clients, manage increasing regulatory demands and build a more scalable, valuable, service-led advice business.
Explore →Increase case capacity, reduce administration and keep work moving as workloads, regulation and service expectations grow.
Explore →Keep acquired firms running on their existing documents and processes while you consolidate data and move towards one operating model.
Explore →Standardise recurring processes, reduce administration and increase service capacity with AI-powered business operations.
Explore →
Why it matters
Most firms have more information than ever. Yet getting work done still takes too much time.
Emails, meetings, documents and AI tools create more information every day. The challenge is turning it into consistent action, completed work and measurable business outcomes.
Faster people, same workload
- Summarise information
- Generate content
- Answer questions
- Leave people to finish the work
A business that runs better
- Turns information into structured records
- Recommends actions your team approves
- Keeps work moving across the team
- Delivers measurable business outcomes
Most AI helps people work faster. NX365 helps businesses operate better.
The AI-powered business foundation
Give AI the business context to deliver real outcomes
AI can generate content and answer questions. NX365 gives it the structured records, approved processes, documents and governance it needs to support real work across your organisation.
CopilotOutlookTeamsSharePointOneDriveWordExcel
NX365 business layerRecords, actions, processes and governance for professional services
Microsoft Copilot provides broad AI capability across work. NX365 adds the business context, governed actions and operating framework that turn it into measurable results.
01
Structured business records
Trusted, connected information that AI can understand and your organisation can reuse across processes, reporting and decisions.
02
AI actions and automation
Turn information into recommendations, approved updates and automated actions, with clear oversight and audit.
03
Business coordination
Connect advisers, administrators, specialists and managers through shared activities, milestones and responsibilities.
04
Your documents and templates
Use your existing forms, reports, letters and templates. No need to rebuild the way your organisation already works.
05
Reports and business outputs
Generate consistent reports, letters and operational outputs from trusted information in your approved formats.
06
Security and governance
Keep AI secure, permission-aware, auditable and aligned with your policies and approval controls.
How NX365 works
From everyday information to business outcomes
01
CAPTURE
Emails, documents, meetings, notes, conversations and your existing templates
02
STRUCTURE
Connected, reusable records that keep their source and business context
03
ACT
AI recommendations, approved updates, activities and coordinated workflows
04
DELIVER
Reports, letters, completed processes and management visibility
Business outcomes
More operational capacity
Lower administration costs
Greater consistency
Better management visibility
Reduced operational risk
A more scalable business
NX365 helps firms move from experimenting with AI to running AI-powered day-to-day operations.
Illustrative example. Outputs use your own templates and approval rules.
Growth through acquisition
Integrate acquired businesses at your own pace
An acquisition should not force teams to change every document, process and system on day one.
Acquired firms keep working with their existing forms, documents, templates and processes while their information is consolidated into one secure, governed platform. As the businesses align, teams move towards the group’s preferred records, workflows and servicing standards without disrupting day-to-day work.
- Maintain business continuity after acquisition
- Reduce integration risk and disruption
- Consolidate information without moving every file first
- Preserve the knowledge held in historic documents
- Transition at the right pace for each firm
- Apply consistent governance throughout
- Unlock value from acquired information sooner
01 Continue
Acquired firm AOwn templatesOwn processes
Acquired firm BOwn documentsOwn reports
Existing documents, templates and processes. Business continuity.
02 Consolidate
NX365 governed platformClient and business informationHistoric documentsShared recordsCommon governance
03 Transition
Group operating modelStandardised processesGroup templatesUnified reporting
Each firm moves across when it is ready.
One managed service
One platform. One partner. One managed service.
Adopting AI takes more than software. Technology, processes, security, governance, support and continuous improvement all need to work together.
AI without the complexity
Use practical AI across your business without building an internal AI team or maintaining disconnected tools.
Security and governance built in
Continuous controls, monitoring and governance help you respond to changing technology, threats and regulatory expectations.
Continuous improvement
NX365 evolves with Microsoft innovation, AI capability, industry change and the needs of your business.
Fully managed by 1CX
Microsoft 365, Copilot, NX365, licences, users, devices, security, governance and support through one trusted partner.
Focus on running and growing your business. 1CX manages the platform, AI, security and technology that powers it.
For financial services networks
A consistent, governed AI foundation across every firm
A standardised, Microsoft 365-based operating foundation that can be deployed across member firms with consistent governance, security and service standards.
- A consistent AI-ready foundation across firms
- Shared governance and security standards
- Standardised records and servicing processes
- Central oversight with firm-level flexibility
- Support for network documents, templates and reporting standards
- A managed route for introducing Microsoft and AI innovation
- Firms transition at a controlled pace
AINX365
Turn Microsoft 365 into a platform for better business outcomes
See how NX365 turns everyday information, existing documents and established processes into structured records, governed actions, automated operations and measurable business value.
One platform. One partner. One managed service.