Built for Financial Services

Your Top Clients Have Options. Nawiri Is How You Make Sure They Stay.

A done-for-you client appreciation subscription for Nairobi financial advisors, wealth managers and insurance brokers. We handle every delivery for every milestone that matters.

Apply for Your Firm See Packages & Pricing
Wealth Milestones
Policy Anniversaries
Investment Closings
Client Birthdays
Portfolio Reviews
Referral Thank-Yous
The Opportunity

Your clients could go
anywhere. Make sure they stay
exactly where they are.

High-net-worth clients in Nairobi receive calls from competing advisors regularly. What keeps them with you is not rate — it is relationship. It is the feeling that you know them, not just their portfolio.

Policy anniversaries come and go unacknowledged. Birthdays pass with a WhatsApp forward if they are lucky. Nawiri changes that — systematically, consistently, every time.

"Your top clients have options. Nawiri is how you make sure they choose to stay."
See How It Works →

What changes when you subscribe

Without NawiriA policy renews. You send an email with the updated terms. The client sees you as a service provider — interchangeable with the competitor who called last week.
With NawiriA policy renews. A beautiful arrangement arrives that morning with a note from you. The client sees you as an advisor who genuinely cares. They stop taking the competitor's calls.
Without NawiriYour client hits a wealth milestone — KES 10M portfolio. They feel proud. You send a congratulations SMS. It is forgotten by noon.
With NawiriYou mark the milestone. An arrangement arrives. They show it to their spouse, their PA, their colleagues. Your name comes up in every one of those conversations.

More expensive to acquire a new client than to retain an existing one — Harvard Business Review

68%

Of clients leave a service provider because they feel unappreciated — not because of price or product

43%

Higher retention rate for businesses that consistently appreciate their clients with physical gestures

When We Deliver

Every financial milestone made personal

You share the client calendar. We handle every delivery — sourcing, arranging, delivering, reporting.

Investment & Portfolio Closings

Every time a client commits significant capital, mark it. A Nawiri delivery at the moment of commitment turns a financial decision into a memorable personal moment.

High Impact

Policy Anniversaries

Every renewal is a loyalty decision your client makes. Nawiri ensures they make it with warmth in their heart — not indifference. Mark every renewal, every year.

Retention Driver

Wealth Milestones

Portfolio targets hit, net worth thresholds crossed — these are moments your clients remember. Be the advisor who was there to celebrate with them.

Deep Loyalty

Client Birthdays

A physical arrangement on a birthday day is the highest-recall touchpoint in financial services. You become the advisor who remembered — not just the one who managed the numbers.

Highest Recall

"The whole process is effortless. We gave Nawiri our client list and they handled everything — the calendar, the arrangements, the deliveries, the updates. Our clients feel genuinely remembered. I cannot recommend this enough."

AW
Amina W.
Director · Financial Advisory Firm, Nairobi · Beta Client
The Process

Zero effort on
your side

1

Share Your List

Give us your client list and key dates — birthdays, policy renewals, portfolio closings. A simple spreadsheet is all we need.

2

We Map the Calendar

We build a full 12-month appreciation calendar for your book of business. You review and approve once.

3

Every Delivery, Done

Fresh arrangements are sourced, designed and delivered directly to each client — at home or the office.

4

You Receive a Report

Every delivery confirmed with a photo. Monthly reports show exactly who received what, and when.

What's Included

Subscription packages

All packages include arrangement, delivery, message card and monthly reporting. Minimum commitment is 3 months.

Starter
KES 50k
per month
  • Up to 10 deliveries/month
  • Occasion mapping & calendar
  • Handwritten message card
  • Monthly delivery report
  • WhatsApp account manager
Prestige
KES 150k+
per month
  • Unlimited deliveries
  • Dedicated account manager
  • Bespoke arrangement design
  • Real-time delivery tracking
  • Quarterly client insight reports
  • Custom branded packaging

Beta founding clients receive these rates locked for 12 months.

Common Questions

Questions from financial services firms

Beta Program — 10 spots remaining

Ready to become
the advisor your clients never leave?

We are accepting 10 founding corporate clients. Financial services firms that apply now receive founding-client rates locked for 12 months.

Also Built For
Law Firms
Case closings · Referral acknowledgements
Real Estate
Property handovers · Purchase anniversaries
Flourish — Monthly Newsletter

A monthly letter on client retention, appreciation, and the businesses that get it right.

One insight. One story. One thing you can apply this week. Join 200+ Nairobi business owners.