SUCCESS STORY
How One Enterprise Firm Doubled New Appointments & Net Flows
Explore how Nitrogen’s Risk Number® and personalized insights is a game changer to drive client engagement, increase conversions and flows, and reinforce how advisors are delivering value to clients.
Download PDF“Instead of a general check-in, the advisors could run personalized analytics and have a real, purposeful conversation with clients. Improving engagement almost always leads to improved flows, because it builds trust and confidence.”
— Jonathan Schapiro, CEO of Wealth Management Portfolio Insights, LLC
An Enterprise-level Firm Doubles New Appointments and Net Flows After Implementing Nitrogen
The client engagement side of Jonathan Schapiro’s firm’s operations were equally important as analyzing portfolios at scale: “We wanted to mine for opportunities at the firm-level. But when you have a book of more than 300 clients and over 4,000 accounts, it’s not something advisors can manually scan through all the time.”
Schapiro needed software that could provide relevant analytics on demand – a software solution like Nitrogen.
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