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RightBridge
RightBridge
RightBRIDGE Sales Intelligence System 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.
  • Demo of RightBRIDGE
  • RightBRIDGE Sales Intelligence System
RightBridge RightBRIDGE Widget RightBRIDGE Widget
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
  • Demo of RightBRIDGE Widget
  • The RightBRIDGE Widget
RightBridge RightBRIDGE Annuity Wizard 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
  • Demo of RightBRIDGE® Annuity Wizard
  • Edward Jones has launched the RightBRIDGE® Annuity Wizard
  • Raymond James Annuity Wizard Press Release
  • Investment News Article on RightBridge Annuity Wizard
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