SOLUTIONS We Provide
The RightBRIDGE Client Profiler® is a needs-based AI engine that identifies all relevant client needs and opportunities.
The Client Profiler uses a Smart Questionnaire to develop financial priorities and a client profile
Scores each planning topic
Uses ReasonText™ to explain results
Provides automated annual reviews
RightBRIDGE Client Profiler can also be used to find all relevant needs-based product opportunities for clients in a financial professional’s book of business and delivers top opportunities to financial advisors.
The RightBRIDGE Product Profiler® uses a scoring methodology to help determine which mix of investment vehicles or products is best suited for an individual client. These suggestions are combined with ReasonText™ that explain why a product type fits a client’s needs.
Maps financial needs and preferences to product types
Scores each product category for “fit”
ReasonText™ is used to explain each product category fit
Note: The Product Profiler is currently being enhanced to assist advisors in validating products and account types under SEC Reg BI.
CapitalROCK uses the RightBRIDGE business intelligence engine to determine the suitability of proposed products and accounts. The RightBRIDGE engine is configure to validate that a product/ account type meets the best interest requirements of state or federal regulations. The RightBRIDGE Product Validation capability is currently being enhanced to assist advisors with SEC Reg BI.
New York Reg. 187
The RightBRIDGE Annuity and Life Insurance Validation Tool uses an AI engine to determine the suitability of a proposed or in-force policies in the state of New York. The solution supports new sales, replacements or changes to an existing policy.
Collects Reg 187 data elements
Provides validation scoring for proposed product
Summarizes results in validation report