Stop trying to put a square peg in round hole.

Have you been doing direct marketing or lead campaigns and not getting the results you expect?

Problems with traditional Campaigns:

• Product campaigns typically yield a 1% response rate.
• Agent follow-up on campaign is low.
• Your campaign or mailer gets lost in the clutter.
• Campaigns are judged on quantity rather than quality
• Selection criteria for those included in the campaign is often misunderstood by agents.

What if you could?

• Identify exactly WHY your product fits the needs of a specific client.
• Provide professional custom documents delivered to both the advisor and client detailing why the client has a specific need for your particular product.
• Give the representative a concrete reason to call their client and have a discussion about your product.
• Track the results and increase closing rates.

With the RightBridge Campaign Service you can do all of the above and more. The RightBridge campaign service uses the same sophisticated RightBridge cross selling engine to perform sophisticated business analytics on your entire customer base. RightBridge scores each client for relevance for a particular product and only targets those with the highest scores.

It’s not a Black Box Propensity Model

Unlike traditional propensity modeling we use sophisticated industry proven rules to assess relevance. More importantly RightBridge provides it’s detailed reason text technology to then create custom documents for each client detailing exactly why they have a very high need for the particular product. A custom letter is prepared and sent to each client. When the client sees a detailed custom letter from their advisor with detailed information regarding their account they will open and read the material over 85% of the time.

The advisor gets a similar document that explains the clients assets holdings and demographic information and specific details as to why the client needs the product. The document also has key questions and additional information that are pertinent to the opportunity and talking points so that the advisor can immediately begin a valuable conversation with the client.

Tracking and Delivery

The entire delivery process can be controlled either by the home office, or directly by the agent through our campaign service dashboard, a simple web based link specific to each advisor. Here the advisor can print or e-mail the documents, and track the success of the campaign.