CapitalRock offers the RightBridge business intelligence and data analytics engine. RightBridge consistently analyzes a firm or advisor's 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 theclient 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.

Analytics

Business Development

Capital Rock

Org chart

Similar companies