Run the Numbers cover image

Mitigating Churn: A Masterclass in Customer Retention with Will Cureton, CFO of Nitrogen Wealth

Run the Numbers

00:00

Optimizing Wealth Management Through Technology

This chapter explores a software platform tailored for wealth management firms, focusing on enhancing client engagement and regulatory compliance. It highlights the innovative risk tolerance feature, which employs prospect theory to evaluate individual investor profiles and align them with suitable investment strategies.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app