Streamlined solution helps financial advisors leverage Nitrogen’s lead-generation tools within FMG’s platform for accelerated growth
Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, has entered into a strategic alliance with FMG, a leading SaaS company specializing in marketing software and services for financial advisors. This collaboration seamlessly integrates the email marketing and website creation capabilities of the FMG digital marketing platform with the risk alignment, financial planning, proposal generation, and client engagement tools of the Nitrogen Growth Platform. The integration offers joint customers a scalable process for acquiring new clients, raising client satisfaction, retaining clients, and driving organic growth.
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“Firms frequently abandon marketing due to two key factors: they don’t have the time to invest in it, and the generated leads don’t convert into clients”
Available immediately to subscribing mutual customers, the new integration makes the complete Nitrogen marketing toolkit – including the lead generation questionnaire – available as a collection within the FMG all-in-one marketing and website creation platforms. With the click of a button, broker-dealer advisors, solo practitioners, firm executives, marketing teams, or customers of FMG’s completely managed “do-it-for-me” service can effortlessly leverage Nitrogen’s extensive lead-generation assets in email, social, and on their website. This integration drives prospective clients into the proven risk-aligned Nitrogen proposal generation process, resulting in extremely high conversion from lead to client.
“Firms frequently abandon marketing due to two key factors: they don’t have the time to invest in it, and the generated leads don’t convert into clients,” said Craig Clark, chief marketing officer at Nitrogen. “This integration directly combats these two growth roadblocks by combining the power of professionally executed marketing with a proven process for turning leads into clients—and clients into referral champions. We have firms experiencing more than a 90% close rate and 10% boosts in client retention. As a professional marketer myself, these are exciting numbers for the industry itself and the broader goals of expanding access to quality financial advice.”
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According to research conducted by the Spectrem Group, the single greatest factor in client loyalty is the ability to effectively demonstrate a deep understanding of each client’s degree of risk tolerance. The new Nitrogen and FMG integration makes it easy to harness risk tolerance as a call to action for lead generation, while also continually reinforcing the advisor’s command of client risk tolerance throughout the initial sales experience, proposal generation and ongoing client relationship.
“The firms that are seeing the most growth today are those that have mastered the art of building their brands and expanding their networks on social media, engaging prospects on their websites, and sharing valuable, relevant resources with clients,” said Susan Theder, chief marketing and experience officer at FMG. “However, given time and resource constraints, achieving this is a tall order for most advisors. This integration enables our shared clients to effortlessly execute multi-channel campaigns, leveraging Nitrogen’s comprehensive marketing toolkit, to accelerate lead generation and drive new business.
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