RightBRIDGE® is driven by a powerful
suggestion engine that identifies all relevant needs-based product opportunities
for clients and prospects in a financial professional's book of business. RightBRIDGE
sifts through the entire client base and identifies the most compelling product
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:
The RightBRIDGE Sales Intelligence 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.
In the same way RightBridge identifies the best sales opportunities in a producer’s
book of business, the Prospecting Module can identify and facilitate productive,
intelligent and systematic prospecting with new leads and referrals.
The RightBRIDGE Campaign Service uses the same sophisticated rules and analytics
engine to create needs-based sales campaigns for specific products and solutions.
A widget embedding into a client-facing company website that offers appropriate
product suggestions complete with reasons directly to clients when they log into
an account or browse a company website.
The RightBRIDGE Wizards (product profiling capabilities) use the RightBRIDGE engine
to determine the relevance of specific products for a client’s identified needs
and objectives.
A dashboard that uses the RightBRIDGE engine to analyze client profitability, book
of business value, client servicing matrix, and book of business summary.
RightBRIDGE can be provided as an app on the iPad.
Interaction + Information + Intelligence = Opportunity
RightBRIDGE uses rules driven intelligence to identify and communicate cross-selling
suggestions based on the individual client’s needs not based on propensity models
of what type of clients have bought the product in the past or the product-of-the-month.
In addition to revenue growth RightBRIDGE provides many other powerful and significant
benefits including:
Enhances customer relationships, improves loyalty and retention
Leverages CRM and data warehousing investments
Provides personalized client-specific suggestions
Explains in easy to understand reason text why each suggestion is recommended
Captures life events, which influences suggestions made by the system
"As an experienced user of RightBRIDGE, the biggest value that I see with RightBRIDGE are the sales opportunities it creates for me on almost a daily basis."
-Michael Berardi,
New York Life Agent
RightBRIDGE Sales Intelligence System
RightBRIDGE Turns Every Client Interaction Into A Cross-Selling Opportunity
Financial firms have spent the last decade consolidating customer and product information in data warehouses,
back offices and CRM systems. However, in most cases this consolidated data is not effectively being leveraged
into additional product sales or expanding the client relationship through cross-selling. RightBRIDGE uses a
needs-based approach to sift through the entire book of business and identifies the most compelling sale opportunities
and proactively presents them.
