See RightBridge
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:
RightBRIDGE Sales Intelligence System

RightBRIDGE Sales Intelligence System

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.

RightBRIDGE Web

RightBRIDGE Web

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.

RightBRIDGE Prospecting Module

RightBRIDGE Prospecting Module

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.

RightBRIDGE Product Profiling

RightBRIDGE Product Profiling

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.

Integrating RightBRIDGE with CRM and Workstations

Integrating RightBRIDGE with CRM and Workstations

RightBridge® integrates with CRM, portals, workstations and Microsoft Outlook work flow functions such as calendaring, tasks and follow-up items.

Client Profitability and Segmentation

Client Profitability and Segmentation

A dashboard that uses the RightBRIDGE engine to analyze client profitability, book of business value, client servicing matrix, and book of business summary.

RightBRIDGE Campaign Service

RightBRIDGE Campaign Service

The RightBRIDGE Campaign Service uses the same sophisticated rules and analytics engine to create needs-based sales campaigns for specific products and solutions.

RightBRIDGE for Tablets

RightBRIDGE Mobile

RightBRIDGE Mobile puts the best opportunities right in front of you in an easy to use mobile app.

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.