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TECHNOLOGY PROVIDERS Innovation New Applications
NITROGEN
"Check-Ins" Coaching Tool
Check-ins is an automated behavioral coaching tool that allows advisors to take the pulse of clients each month (or quarter). Check-Ins delivers incredibly valuable sentiment data that the advisor can use to help preempt reactive decisions and surface the right clients to talk to at the right time. Each Check-in consists of two questions: “How are you feeling about the markets?” and “How are you feeling about your financial future?” After answering these questions, clients will see adaptive analytics which helps them understand what is "normal" for their portfolio, as well as a custom message from the advisor tailored to how the client responded to the question of "How are you feeling about the markets."
Nitrogen has been revolutionizing how financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly. To learn more, visit NitrogenWealth.com.
www.NitrogenWealth.com
211 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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