RightBridge® is built on a flexible data hierarchy that prompts advisors when analyzing outdated or missing client profile information. The most important data is collected first, maximizing additional new sales opportunities. When missing or outdated client data is identified, RightBridge® will gather the necessary data and provide the updated data back to the companys central data store for use in other systems.

Encourage your advisors to gather missing or updated client data!

As additional data is gathered, RightBridge® will process your companys business rules in real-time, providing the advisor with an updated set of relevant sales opportunities. The better the client data, the better the quantity of relevant sales opportunities for each client. As advisors gather the most relevant data, RightBridge® instantly re-calculates and presents a revised set of relevant sales opportunities.

• Identify missing client profile data based upon its importance in the data hierarchy
• Prompt the advisor to gather the data
• Provide the advisor with new relevant sales opportunities in real-time
• Receive the data into your central client data store