Systematic client reviews provide opportunities to cross-sell and update client profile data.
Give your financial professionals a systematic tool that will assist them in completing annual client reviews while providing opportunities to cross-sell additional products and services. RightBRIDGE® provides client reports that assist the professional in knowing the most relevant needs-based opportunities as well as identifying missing or outdated profile data than needs to be validated.
A report can quickly be generated on any client for client meetings and/or annual reviews. RightBRIDGE® reports can be configurable to include specific sales suggestions, reasoning text, the client profile, and ‘know your customer” or missing data. Report templates can also be customized to meet your firm’s branding and color scheme.