Respond to RCBI inquiries in minutes - not hours
RCBI.Assistant makes responding to residence and citizenship by investment inquiries easy, quick, and accurate:
- Automatically calculate program costs for different family compositions in seconds
- Send detail-rich, interactive, branded offers to your client in minutes
- Respond quickly to inquiries wherever, whenever with the mobile app
- Track your inquiry-response data over time
- Reduce your response time by 90% or more
- Enable even inexperienced colleagues to respond accurately to client inquiries
- Send more offers, get more clients
- Trust the numbers: RCBI.Assistant ensures program prices and terms are up-to-date
Calculate application costs in a matter of seconds
Give your prospective clients detail-rich and accurate cost quotations across 12 major RCBI programs within less than a minute.
Leave the research to us
The RCBI.Assistant team continually monitors for changes in program pricing, terms, and requirements. No more double-checking. Save hundreds of hours each year.
Send interactive, branded offers to your clients
Customize your offer templates to give it your own company’s look and feel. Save time explaining investment options and costs – let your clients see for themselves with interactive offers
Track your stats
See your calculation- and offer activity over time, monitor your team members’ productivity, and identify trends in inquiries.
Send offers whenever, wherever with our mobile version
No need to wait until you’re “at your desk” to send a response
Leave response inquiry to your interns
Free up time for your most skilled and expensive managers. Once you’ve configured your offer template, you can delegate inquiry responses to inexperienced team members, or outsource the task to a low-cost market. No RCBI-knowledge required!
"Hours of research eliminated!"
- David Lesperance of Lesperance & Associates
"Solid, mistake-free numbers for personalized scenarios"
- Nestor Alfred of the Saint Lucia Citizenship by Investment Unit
See how it works in our demo-videos
How to calculate costs and send your client an offer
See how to quickly calculate the cost of different RCBI programs for your clients and their families.
How offers work (what your client sees)
Learn how to turn your calculations of different family composition scenarios into detail-rich, comprehensive, and customized offers for your client.
How to track trends and productivity
Learn how to garner insights from your data on inquiries, calculations, offers, and team member productivity.
How to customize your offer template
Learn how to configure your offer page template to include your branding, style, and unique content.
Plans and Pricing
Don't need all the functionality? Buy only the parts of the software YOU need. We'll tailor a package for you
STARTER
1 user - 40 offers-
Program calculator
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Program database
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Internal CRM system with historical data
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Personalized client offer with manager's data
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Offer as a share-link
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Mobile version
-
Statistics
-
Offer template customization
BASIC
1 user - 600 offers-
Program calculator
-
Program database
-
Internal CRM system with historical data
-
Personalized client offer with manager's data
-
Offer as a share-link
-
Mobile version
BASIC
1 user - 100 offers-
Program calculator
-
Program database
-
Internal CRM system with historical data
-
Personalized client offer with manager's data
-
Offer as a share-link
-
Mobile version
BUSINESS
3 users - 1800 offers-
Program calculator
-
Program database
-
Internal CRM system with historical data
-
Personalized client offer with manager's data
-
Offer as share-link
-
Mobile version
-
Statistics
-
Offer template customization
BUSINESS
3 users - 300 offers-
Program calculator
-
Program database
-
Internal CRM system with historical data
-
Personalized client offer with manager's data
-
Offer as share-link
-
Mobile version
-
Statistics
-
Offer template customization
Get started with RCBI.Assistant today
To receive further information on prices and plans – or to request a demo – fill in your name and email in the form below and click “send”, or email cn@imidaily.com