Nitrogen

Case Study

Nitrogen Wealth

To continue to grow and evolve with the financial services market, Nitrogen partnered with Discovery Data to supply the accurate and robust data and the consultancy services needed to advance in the market. As a result, Nitrogen experienced a monumental return upon its investment to the tune of 600%.

BUSINESS CHALLENGE

Nitrogen sought accurate data and the consultancy services needed to advance in the market

Since its inception, Nitrogen Wealth has steadily relied on accurate data to clearly identify opportunities and feed their appetite for expansion within the ever-expanding financial services industry. The company was originally a client of Meridian-IQ, which provided regular data exports to their development team then imported into the Nitrogen Wealth Salesforce system. Although the client interface was occasionally cumbersome, Nitrogen Wealth had gone to great lengths to establish a cadence that worked extremely well with their strategic business goals and processes.

Although there was room to improve their burgeoning data experience, Nitrogen Wealth was mostly focused on extremely fast implementation to significantly minimize disruption to its business. MarketPro Powered by Discovery Data’s response ultimately revealed that a data partnership with Nitrogen Wealth could be much more powerful than what they had previously experienced.

Financial Technology Company

Nitrogen Wealth, formerly known as Riskalyze, perpetually works toward alignment between financial advisors and associated client risk tolerance. Results of quantitative measurements gathered by Nitrogen Wealth technology provide more tailored, personalized investment recommendations to financial industry professionals, allowing them to better understand the needs of their clients.

To continue to grow and evolve with the financial services market, the company partnered with MarketPro powered by Discovery Data to supply the accurate and robust data and the consultancy services needed to advance in the market.

https://nitrogenwealth.com/

SOLUTIONS ENGAGED

MarketPro offered weekly updates, consulting services, and a Salesforce integration through MarketLink API

Nitrogen Wealth, with the assistance of MarketPro, segmented their target prospects across seven tiers. By minimizing the manual processes and providing a higher level of technology, the transition to MarketPro led to high-quality leads and an eventual revamping of the entire Nitrogen Wealth’s sales cycle. The MarketPro team offered weekly updates, consulting services, and a Salesforce integration through MarketLink API.

These additions elevated Nitrogen Wealth’s experience and efficiency in approaching the market, by allowing them to grow substantially by targeting more firms and advisors. Simultaneously, both teams noticed that the technology company had foundational and emerging data needs. MarketPro used their knowledge of the brand and understanding of the marketplace to recommend optimizations. The API was a crucial and integral offering that quickly became part of the Nitrogen Wealth’s strategy. Like most companies, Nitrogen Wealth was heavily embedded in its CRM system, but needed to manuallyupload data as it became available. The MarketPro team recognized an opportunity for them to help Nitrogen Wealth seamlessly feed dynamic data to end users across multiple workflows. This has continued to evolve, and today, the integration allows the team to observe data within Salesforce, allowing them to receive updates without logging into the MarketPro platform.

Seeking to identify their ideal customer targets, Nitrogen Wealth was able to benefit greatly from the analytical services provided by the MarketPro team. Additionally, the service team at MarketPro streamlined Nitrogen Wealth’s prospecting process by using advanced matching technology to compare ideal example companies provided by Nitrogen Wealth to other organizations within the MarketPro datasets. Nitrogen Wealth was able to identify a variety of similarities amongst countless data points and output a collection of ideal, lookalike prospects for Nitrogen Wealth to analyze and pursue further.

BENEFITS EXPERIENCED

Established an integration of Nitrogen Wealth’s workstream and CRM system with MarketPro

Ultimately, MarketPro consulting services and products have allowed Nitrogen Wealth to connect with more targets at a faster rate. As a result, Nitrogen Wealth has experienced a monumental return upon its investment to the tune of 600%.

The keys to success can be traced to an integration of Nitrogen Wealth’s workstream and CRM system with MarketPro. Additionally, MarketPro’s exceptional service, scale of data, and portability make it stand out amongst its competitors.

600% return on investment for Nitrogen Wealth, a monumental experience.