6 ways RightBRIDGE® will assist your financial professionals
RightBRIDGE® is a needs-based
suggestion engine that identifies relevant product and service opportunities for
clients in a financial professional's book of business. Using all available client
data from books and records, compliance, and CRM systems RightBRIDGE® identifies
the most compelling sales opportunities and presents them with detailed Reason Text™
explaining why each suggestion is relevant.
"RightBridge is like having a compliance and product expert for every product in
the firm working 24/7 in my office, constantly searching through all my clients,
finding the ones with immediate needs and helping me build a sales plan for each
of them. It’s a real time saver, and I’m building stronger relationships and closing
more business than ever before."
-RightBRIDGE User From Regional Brokerage Firm
Client Calls & Meetings
RightBRIDGE helps turn every client contact into a cross-selling opportunity
Opportunity Management
RightBRIDGE helps financial professionals to identify and rank the most promising
sales opportunities
Client Reviews
RightBRIDGE allows financial professionals to provide comprehensive client reviews
that identify tailored opportunities for each client
Client Data Capture
RightBRIDGE prompts producers to update or add missing data
Management Reports
RightBRIDGE provides powerful reports to help optimize sales and focus training
Continuous Training
RightBRIDGE identifies the needs of each client and explains why each need exists
RightBridge® offers a comprehensive solution that provides specific sales opportunities
for insurance, brokerage, banking, and property and casualty. It helps financial
professionals to: to:
identify
the prospects in their book of business by relevant sales opportunity;
understand
WHY each opportunity is appropriate for the client; and
measure
the results, track the success of each contact, and increase sales.
