RightBridge
RightBridge Sell More
RightBridge is a sales system driven by a powerful rules engine that identifies all relevant sales opportunities for clients in an advisor's book of business. RightBridge sifts through the entire client base nightly and identifies the most compelling sales opportunities and more importantly presents them with detailed reason text explaining why each suggestion is relevant.
New York Life's use of RightBridge featured in The Wealth Channel Magazine (left column page 28) click here

RightBridge Suite

  • RightBridge Sales System
    The RightBridge sales system is a software application that delivers real-time cross-selling suggestions directly to the financial advisor. It identifies the specific, rank-ordered sales opportunities (WHAT) and the reasons (WHY) each opportunity is relevant for a given client. The system is typically integrated with an advisors CRM or Home Office Web Portal.
  • RightBridge Campaign Service
    The RightBridge Campaign Service uses the RightBridge engine to allow the home office to create custom needs-based campaigns targeted at ideal candidates for specific products. Campaigns include fully customized material including reason text for each client and can be deployed quickly with minimal resources.
  • RightBridge Sales Widget
    The RightBridge Sales Widget can be embedded in any advisor application, such as an advisor portal or dashboard. It alerts advisors to top needs-based opportunities in their current book of business.

Downloads

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Raymond James Insurance has launched the RightBRIDGE® Annuity Wizard

Call today to schedule an online demonstration
(801) 292-7126 ext. 113

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The RightBridge sales system presents actionable suggestions complete with all the details why a specific product or service is recommended. RightBridge will consistently identify your top cross-selling and up-selling opportunities so you never miss a critical window of opportunity. Bottom line RightBridge will help advisors sell more!