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.
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