ENGAGE AND RETAIN CLIENTS
Scale a Personalized Client Experience
Crafting a tailored, high-quality, client experience is an integral part of your firm’s growth. With Nitrogen, your team can develop a deep understanding of each client’s unique needs, and establish client engagement processes that multiply across your entire team of advisors to reach every client, every time.Book a demo
Adopt a repeatable process that delights every client
Creating a personalized experience for each client can be difficult without a process in place. With Nitrogen’s integrated workflows and comprehensive client engagement process from proposal to portfolio management, your team of advisors will be equipped to handle a large volume of clients while maintaining a consistently high level of service quality. Nitrogen provides financial advisory firms with the tools advisors need to create tailored experiences that delight and empower clients at scale.
Build trust and maintain long-term relationships
Your team of advisors can now unlock the secret to client retention. With Nitrogen, managing client expectations has never been easier through risk assessments, and keeping a pulse on your client’s satisfaction is automated via regular check-ins. Your clients can feel confident in your firm’s advice, no matter their level of financial knowledge. Nitrogen helps your firm increase trust between clients and advisors, retain your clients for the long haul, and create raving fans who will recommend your services to others.
Stop clients from ever wanting to leave
When clients see the power of risk working in their favor, receive proactive communication from their advisor, and are empowered to become fearless investors, they will never want to move their portfolio to another firm. In fact, they’ll refer their friends and loved ones to your team. One firm leader and financial advisor, Ed Burgio, put it best when he said, “Clients don’t want to leave because they see how all their investments are built on their unique Risk Number®, working together for their benefit.”
a powerful tool for firms
See how firms drive success with our client engagement solution
See how real wealth management firms turned engagement into an opportunity.
Nitrogen Trading gave an advisor hours back each week, providing accuracy, efficiency, reduced cost, and happy clients.
After the market took a sudden downturn over the 2018 holiday season, this one advisor received a series of concerned phone calls – not from worried clients, but from prospective ones.
Charlotte implemented Nitrogen Elite across her newly rebranded wealth management firm and uses it to standardize her process, engage clients, and scale the business.
Top Nitrogen client engagement features
Check-Ins is an automated behavioral coaching tool that allows you, the advisor, to take the pulse of your clients on a regular basis.
Advisors can show clients exactly what they need to see in an easy-to-understand way, and the home office can set the precedent for the report experience.
Document your fiduciary care with every client and set the best expectations by evaluating their risk tolerance with the proprietary Risk Number®.
Run portfolios through historical events to help clients understand what it means to control risk or beat the market. Analyze portfolios through a market timeline and compare it to just the right benchmark to make your point.
Bring all of your data together in one place by syncing your firm’s account data across your tech stack, and kickstart light financial planning.
Access the best stats and conduct an in-depth analysis in order to build the best portfolios your clients can trust.
Connect across your firm’s technology
You’re only as efficient as the systems around you
Advisors and firms love how easily Nitrogen integrates with their existing technology, enabling real-time insights and client visibility. The Nitrogen API and Nitrogen data connectors allow for easy integration with popular CRMs, portfolio management systems, trading platforms, your firm’s own data lake or warehouse, and 40+ other technology providers.See Integrations
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See for yourself how the Nitrogen Growth Platform can help your firm win prospects faster, drive a personalized client experience at scale, attract and retain the best talent, increase firmwide efficiency, and turn compliance into an opportunity.
At Nitrogen, we understand the importance of engaging and retaining clients for firms and advisors–it’s what we do best! We believe that building and maintaining strong relationships with your clients is key to your success. We recommend a number of effective strategies for engaging and retaining clients starting with implementing a growth platform. We offer a risk-first growth platform that helps your firm win prospects faster, build a differentiated client experience, attract and retain the best talent, and turn compliance into a profit center. Generating and converting high-quality leads, managing client expectations, understanding your clients’ needs and goals, and tailoring your services accordingly have never been easier. At Nitrogen, we provide tools and resources to help your firm achieve these outcomes and more. With our support, you can build lasting relationships with your clients and take your business to the next level. Learn more about the Nitrogen Growth Platform today.
Client loyalty and retention play a major role in your firm’s success. You can increase client loyalty and retention today by taking a proactive approach to client management with the Nitrogen Growth platform. At Nitrogen, we have developed a comprehensive Growth Platform–the first of its kind–to help you build client trust over time and retain clients for the long haul. Here are some effective strategies for increasing client retention that you can start today: One, communication: Regular communication is key to building strong relationships with your clients. Two, personalization: Every client is unique. By tailoring your services to each client’s specific situation, you can provide greater value and build stronger relationships. Three, proactive planning: Regularly reviewing and updating your clients’ financial plans can help ensure that they stay on track to meet their goals. Four, referral programs: Encouraging satisfied clients to refer their friends and family members to your firm can be a powerful way to grow your business and increase client loyalty. At Nitrogen, we provide tools and resources to help financial advisors implement these strategies and more. With our support, you can build relationships that last a lifetime. Learn more about the Nitrogen Growth Platform today.
How you communicate with clients will depend on your client’s unique needs, personality, and preferences. However, there are communication best practices to help you, an advisor, succeed in every client interaction. Keep your communication regular, personalized, and timely. Regular communication will help you stay connected with your clients and build relationships. Personalized communication will elevate your client experience as you tailor your messages to your client’s unique needs. When done right, personalized communication contributes to exceptional customer service. Timely communication includes providing updates on market developments, portfolio changes, and financial investment information. This not only builds client trust but also demonstrates your expertise. At Nitrogen, we can help your team to up your communication game. Learn more about the Nitrogen Growth Platform today.
In today’s world, clients expect experiences that are tailored to their specific needs and preferences. From automatically curated Spotify playlists to perfect retargeting ads for online shopping, personalization is everywhere. In the wealth management industry, personalization is extremely important to stay ahead of the curve and continue to be relevant for a rising generation of investors. By taking a personalized approach to client engagement and retention, wealth management firms can build stronger relationships with their clients and increase loyalty. At Nitrogen, we provide tools and resources to help wealth management firms personalize their client engagement and retention strategies. Learn more about the Nitrogen Growth Platform today.
Retaining clients in the wealth management industry is crucial for the long-term success of any firm. Here are some common mistakes to avoid when trying to retain clients: failing to communicate regularly, not personalizing communication with each client, providing poor customer service, focusing solely on investment performance, and ignoring client feedback. By avoiding these mistakes, wealth management firms can improve their client retention rates and build stronger, more profitable relationships with their clients. At Nitrogen, we provide tools and resources to help firms avoid these mistakes and retain clients over the long term. Learn more about the Nitrogen Growth Platform today.
The average wealth management firm isn’t growing like it should–it’s extremely difficult to grow and improve client engagement and retention. Wealth management firms also face an uphill battle when it comes to building client trust. Only 21% of workers and 23% of retirees strongly agree that they have been treated fairly by their financial professionals. This is where a growth platform comes in. A growth platform bridges the gap between an advisory firm’s marketing and asset platform. At Nitrogen, we’ve created the world’s first growth platform to help advisors win prospects faster, build a differentiated client experience, attract and retain the best talent, make compliance a profit center, and–you guessed it!–increase wealth management client engagement and retention. We provide a range of tools and solutions to help firms harness the power of technology to drive growth and success. Learn more about the Nitrogen Growth Platform today.
Client satisfaction and loyalty are critical for the long-term success of wealth management firms. Here are some key factors that contribute to client satisfaction and loyalty in the industry: One, trust and transparency–clients want to work with advisors they can trust, and who are transparent about their investment strategies and fees. Two, personalization–wealth management firms that take a personalized approach to their services and communication can better meet their client’s unique needs and preferences. Three, investment performance–while investment performance is not the only factor, it is still an important one. Wealth management firms that consistently deliver strong investment performance are more likely to retain clients over the long term. Four, customer service–providing high-quality customer service can help differentiate wealth management firms from their competitors and increase client satisfaction and loyalty. Five, accessibility–wealth management firms that provide convenient access to their services and information are more likely to retain clients over the long term. By focusing on these key factors, wealth management firms can improve client satisfaction and loyalty, leading to long-term growth and success. At Nitrogen, we provide tools and resources to help your firm enhance these factors and build stronger relationships with your clients. Learn more about the Nitrogen Growth Platform today.
Financial advisors and wealth management firms can use education and thought leadership to engage clients, providing valuable information and insights on topics related to finance, investing, and wealth management. From webinars, podcasts, and social media, to white papers, newsletters, and blogs, your firm can engage clients, attract prospects, and become a renowned industry expert. At Nitrogen, we provide tools like the Marketing Kit to help advisors and firm leaders like you create and distribute content that resonates with your audience. Learn more about the Nitrogen Growth Platform today.
Client feedback and satisfaction surveys play a crucial role in client retention for wealth management firms and advisors. Here’s why: Surveys provide valuable insights into what clients like and dislike about a firm’s services that can be used to improve the client experience. Surveys show that you care. Asking for feedback and taking action on it demonstrates that you value your clients. Surveys can help prevent client churn by identifying dissatisfied clients early on. Surveys can also generate positive reviews and referrals from happy clients. With Nitrogen Check-ins and risk assessments, you can regularly check the pulse of how your clients are feeling about the market and their portfolio, helping your firm to take proactive action and drive better client outcomes. Learn more about the Nitrogen Growth Platform today.