The RightBridge solution analyzes clientsâ accounts, policies, holdings, transaction history and demographic information and determines the most appropriate and relevant sales opportunities for financial advisors to discuss with their clients. RightBridgeÂ® provides the reasons why each opportunity is relevant, giving the advisor the information they need to engage in client discussions.
âWe know that broker dealers are working hard to figure out how to boost sales and client loyalty in todayâs markets. Through a 2 day onsite session the RightBridge system can be configured and the Protegent data processed through RightBridge.The RightBridge analysis will help firms get a picture of where their top opportunities for cross selling lie,â says Doug Massey, VP Sales & Marketing at CapitalRockâ¢.
âThe RightBridge sales analytics reports identify the products and services with the greatest opportunities and provide company management with key insights on where to focus their efforts to maximize sales time and marketing dollars.â
With this free service, all of the client profiles in Protegent are processed through the RightBridge engine where hundreds of decision rules will determine each clientâs highest areas of need. The sales analytics reports provide a comprehensive analysis of the product areas with the greatest potential, highest scores, and most opportunities. Broker Dealers will be able to see which products have the highest potential, and how many of the clients they have are ideal candidates for purchase of those products. RightBridge can go further by explaining exactly why each client is ideally suited to be approached about the product.