RightBridge Delivers Actionable Sales Opportunities Directly to Advisors

Most campaign management and lead generation systems use “black box” technology to generate generic leads. “Black box” solutions do not generally provide the reason why a product or service is relevant for a client and can leave advisors with little to communicate. RightBridge is different. It is a powerful sales and cross-selling solution used by advisors that not only determines the most relevant sales opportunities for each client, but provides the advisor with detailed reason text for each opportunity.

In order to successfully implement selling solution that will drive true value and high ROI, a firm needs to implement a solution using the right content expertise and methodology to adapt the solution to it specific data, products, customer needs, compliance issues and strategy. Without the proper content and analysis regarding issues most vertical or packaged campaign management, lead generation and Customer Relationship Analytics solutions fall short of the specific goals and requirements of financial firms desiring to implement an effective solution. RightBridge provides a complete solution right on the advisors desktop in real-time.

The RightBridge solution methodology allows for data to be received from multiple databases and or files, processed through robust analytical engines and delivered to multiple points of interaction with the customer. RightBridge can be integrated to your company’s fulfillment center for processing or to a task management or email system for representative follow-up.

Right Bridge Has Sales and Compliance Industry Experience

RightBridge has been developed by individuals that have assisted financial service providers in the sales process for more than a combined 33 years. RightBridge Knowledge Engineers understand the complex financial service products and how the products are purchased and sold. RightBridge analytics include compliance rules in its analysis as employees have developed and sold compliance and regulatory solutions in the insurance, brokerage and banking environments and understand the complex regulatory environment.