CapitalROCK

CapitalRock is focused on maximizing sales opportunities within a Financial Services company's customer base. CapitalRock offers the RightBridge business intelligence and data analytics engine. RightBridge consistently analyzes a firm or advisors client base and identifies, scores and ranks the next best sales opportunites 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.