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.
Company Details
- Employees
- 43
- Founded
- 2007
- Address
- 1592 South 500 West Sute 201, Bountiful,ut 84010,united States
- Phone
- +1 804 495 3644
- sa****@****ock.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capitalrock.com
- Keywords
- Sales, Marketing, Business Analytics, Business Intelligence, Financial Services Technology, Cross Selling.
- HQ
- Bountiful, UT
Capitalrock Questions
Capitalrock's helpline number is +1 804 495 3644
Capitalrock's website is capitalrock.com
Capitalrock's LinkedIn profile is https://www.linkedin.com/company/capitalrock
Capitalrock has
43 employees.
View email and phone details for 43
employees at Capitalrock.
Capitalrock's industry is
Financial Services
Capitalrock's top competitors are
New York Life Insurance Company,
Jump - Advisor Ai,
Lendingclub,
Bill,
Pacific Life,
Strive Health,
Addepar,
U.s. Bank,
Capital Rock,
Goldman Sachs.
Capitalrock's support email address is sales@capitalrock.com
Capitalrock's categories are Financial Services
Capitalrock's founding year is 2007
