Teach your advisors new skills in the context of each new
sales opportunity.
Train your advisors in real-time on how to recognize relevant sales opportunities through the
RightBridge®
reason text. Advisors will see how factors such as age, income, investment experience, risk tolerance, tax
bracket, years until retirement, etc. will score to make an opportunity a relevant suggestion for a client.
Configure the business rules to your companys marketing strategy.
The RightBridge® business rules are easily configured to fit your companys marketing strategy, by adjusting
the rule parameters for each suggestion. For example, you can easily configure the scoring of the appropriate
age for a variable annuity, and how it scores for each age in your age band.
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