Identify all relevant client needs and opportunities.
For new clients or prospects the Suggestion Engine uses a smart questionnaire to determine the most important information to collect about a client to streamline the fact-finding process and ask for the highest priority information first. Using the key information the expert system can quickly build a client profile identifying the highest priorities and needs.
The new RightBRIDGE® Client Profile interface has also been updated to the new modern front-end architecture utilizing Angular 4+. Using a more graphical user interface the client’s top needs can be summarized in a dashboard that shows the need, a graphical display of the need and ReasonText® that explains the need in a way that helps the advisor quickly understand the opportunity as illustrated on the screen to the left.
Imagine having an expert financial analyst working for you 24/7, analyzing your client’s information and suggesting specific, relevant opportunities for those clients and prospects. Along with detailed explanations about why those opportunities are a good fit for your clients. RightBRIDGE® sifts through the entire prospect and client base and identifies the most compelling opportunities and more importantly presents them with detailed reason text™ explaining why each suggestion is relevant.
RightBRIDGE® uses artificial intelligence to identify individual client’s needs and provides many other powerful and significant benefits including:
– Enhances customer relationships, improves loyalty and retention
– Leverages CRM and data warehousing investments
– Provides personalized client-specific suggestions
– Explains in easy to understand Reason Text™ why each suggestion is recommended
– Captures life events, which influences suggestions made by the system