RightBRIDGE consistently analyzes a firm or advisors client base and identifies, scores and ranks the next best sales opportunities for each client based on specific client needs. More importantly RightBRIDGE delivers specific and detailed reasons why the client has a need for the product and how it may benefit them. So the advisor has all the information they need to begin a valuable conversation.
Firms using RightBRIDGE report a very significant increase in sales. RightBRIDGE is the next generation sales tool for trusted financial advisors. CapitalROCK uses the RightBRIDGE AI engine to determine the suitability or best interest status of proposed products and accounts. For more information visit capitalrock.com.
Docupace’s integration with RightBRIDGE facilitates account opening based on product recommendations determined by the RightBridge Product Profiler, Annuity Wizard, or Investment Wizard.
Integration Benefits:
Non-standard integration fees may apply. Please contact us for more information.
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