CapitalROCK, LLC provides rule-based product validation / 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 process to help advisors validate and/or select 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. An advisor can also self select a product and use the RightBRIDGE® product validation process to confirm the product meets 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.
CapitalROCK is guided by the following values:
• Being Customer Focused – We listen to our customers and respond positively to their needs.
• Having Integrity – We do what we say we are going to do.
• Positivity – We maintain a positive upbeat work environment. We solve problems rather than complain about them.
• Self-Motivation – We don’t wait to be told what to do. We search for high impact problems to solve and get to work solving them.
• Accountability – We feel a deep responsibility to meet our commitments to our customers and co-workers. If we make a mistake, we own up to it and fix it rather than find excuses.