RightBRIDGE Sales Intelligence System
RightBRIDGE is a needs-based sales intelligence solution driven by a powerful suggestion engine that identifies all relevant opportunities for clients in a financial professional's book of business. RightBRIDGE sifts through the entire prospect and client base and identifies the most compelling opportunities and more importantly presents them with detailed reason text™ explaining why each suggestion is relevant.
The RightBRIDGE Widget presents suggestions in a simple and straightforward way, right at the point of client contact which is the key to cross selling success. The RightBRIDGE Widget can be embedded in a portal, CRM or workstation. The widget gives financial professionals easy access to their best sales opportunities.
Three Widgets are available:
- Dashboard Widget
- Opportunities of the Day Widget
- Client Tab Widget
RightBRIDGE Annuity Wizard
The RightBRIDGE Annuity Wizard uses the same business analytics engine to determine
the relevance of specific annuities for a clients needs and objectives
RightBRIDGE Annuity Wizard Summary