Ceo And Founder
CurrentCapitalRock provides sales intelligence and cross-selling systems to the financial services industry. CapitalRock's key product, RightBRIDGE is driven by a powerful suggestion engine that identifies all relevant needs-based product opportunities for clients in a financial professional’s book of business. RightBRIDGE sifts through the entire client-base and identifies the most compelling product opportunities or next best product and most importantly presents them with detailed reason text™ explaining why each suggestion is relevant. RightBridge is integrated with key back offices, compliance systems CRM solutions and other data aggregation systems such as Albridge.CapitalRock has also developed the RightBridge Annuity Wizard which is an annuity selection tool that uses the RightBridge engine to determine the relevance of specific annuity products for a client's identified needs and objectives.