RightBRIDGE® is driven by a powerful
suggestion engine that identifies all relevant sales opportunities for clients in
a financial professional’s book of business. RightBRIDGE sifts through the entire
client base and identifies the most compelling sales opportunities and most importantly
presents them with detailed reason text™ explaining why each suggestion is relevant.
RightBRIDGE can be delivered in a number of ways:
RightBRIDGE Sales System - The RightBRIDGE sales system is a software application
used by financial professionals. RightBRIDGE delivers cross selling suggestions
directly to the financial professional, providing the most relevant opportunities
for each client. Financial Professionals are also able to create actionable call
lists based on the most relevant opportunities. The system can be integrated within
a CRM or web portal.
RightBRIDGE Campaign Service - The RightBRIDGE Sales Campaign Service uses the
same sophisticated rules and analytics engine to create needs-based sales campaigns
for specific products and solutions. Producers are provided access to the campaign
materials through a simple dashboard or in hard copy.
The Challenge With Traditional Campaigns
Traditional marketing campaigns yield about a 1% response rate.
Campaigns are often judged on quantity rather than quality.
Because of the low success rate agents are reluctant to follow up on a traditional
Producers dislike and distrust “lists” of names to call.
Why RightBRIDGE Works
Financial Professionals are given the reasons why the product meets a client need
with all of the detail about the need and the selling points. These concrete reasons
give the producer a level of comfort in approaching their client to have a valuable
discussion about your products.
Clients are identified by the system and provided to the financial professional
without having to run complicated queries and searches.
Client materials communicate the need directly to the client and reinforce the
client and professional relationship.
Results are tracked in a simple dashboard providing immediate feedback to the
success of the campaign.
RightBRIDGE Campaign Deliverables
After scoring each client for it’s relevance, RightBRIDGE produces several unique
and very specific documents for each client and their financial professional.
When producers get a RightBRIDGE campaign lead, they receive specific reasons why
their client has a strong need for the product as well as an overview of the clients
assets, holdings, and demographics. RightBRIDGE includes everything they need to
begin a valuable conversation with the client.
Client Reports, Emails, and Letters
RightBRIDGE delivers unique reason text™ to each client explaining how the
product fills a specific and personal need. The client is much more likely to read
the information and 5 times more likely to act on the information in a RightBRIDGE
Each financial professional whose clients are included in the campaign is provided access to the campaign dashboard. From here they can view, print, or send the documents. They also track the outcome so you know how well the campaign is working.