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.

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.”