CapitalRock, LLC provides rule-based product selection tools and needs-based customer analytics to the financial services industry. CapitalRock was founded in 2007 by a group of industry experts that have been building customer relationship and wealth management solutions for the financial services market for 30 years.
CapitalRock provides a systematic product selection process to help advisors select and validate the best product types and products for each individual client’s needs and preferences. CapitalRock's RightBRIDGE product selection tools focus on providing unbiased suggestions using a scoring engine and ReasonText™ that explain why a product fits a client's needs. RightBRIDGE® helps advisors determine which products available on their product shelf are best suited to meet their clients’ needs, objectives and preferences. Firms are using the RightBRIDGE® technology to integrate Best Interest into their process as a business practice regardless of the constantly changing regulatory landscape.
The RightBRIDGE suggestion engine identifies all relevant needs-based product opportunities for clients in a financial professional’s book of business and delivers top sale opportunities to financial advisors. i.e. All the clients in a book of business that are a good fit for an annuity discussion. RightBRIDGE Suggestion Engine was first deployed at New York Life in 2009.