RightCapital Leads: advisors’ personally branded mint.com

RightCapital Leads Launches at XYPN 16
Launch of RightCapital Leads

RightCapital is proud to announce the launch of RightCapital Leads at the XYPN Conference 2016. RightCapital Leads is a lead generation tool designed specifically for financial advisors to help them generate, nurture and convert leads into clients.

Imagine having your own personally branded version of a ‘mint‌.com’!
  • Now advisors can have a unique branded portal that you can add to your website.
  • Any individual consumer can create an account via the portal, without advisor’s invitation.
  • Individual consumers can enter their information with a simple 6-step guided process, see a net worth summary, and track budgeting, spending, and cash flows.
  • Advisors will get an email notification whenever a consumer creates an account.
  • Consumer’s info will be automatically populated in RightCapital’s core financial planning tool. Advisors can easily create/expand to a more comprehensive plan for the client.
  • With a few clicks by advisors, clients can gain access to a much more comprehensive plan via the same portal.
Numerous use cases for RightCapital Leads which can help advisors:
  • Drive more traffic to your site and convert traffic to your site into leads.
  • Engage prospects by offering him/her a “light” planning/analysis before they commit to becoming a client.
  • Start to engage with current clients’ children via a free budgeting/expense tool
  • Reduce the friction associated with converting a lead into a client.
  • Create a more effective digital marketing and webinar process for your practice – now you can provide a link to “free mint.com service” to help engage prospects and drive them to take actions.

Author: Shuang Chen

Shuang Chen, Co-founder and CEO of RightCapital, has more than 15 years of experience in the financial services industry. Prior to co-founding RightCapital, Shuang was a Senior Vice President at Prudential Financial where he was responsible for product development of saving and retirement products for Prudential's annuity business. Shuang has developed specific retirement income product solutions with patents pending with the U.S. Patent and Trademark Office. Shuang has earned the prestigious Chartered Financial Analyst (CFA) designation. He is also a Fellow of the Society of Actuaries (FSA), and a Professional Risk Manager (PRM).