Bridge Systems

Bridge Systems is a versatile communication platform developed by Bridge ITS GmbH. According to the vendor, it aims to facilitate clear and interactive presentations or guidelines for consultations, with a focus on trust and transparency. The product is intended for global players, as well as small and medium-sized companies. It is designed to cater to a wide range of professions and industries, including sales and marketing professionals, consultants and advisors, financial services professionals, training and education professionals, and healthcare professionals.

Key Features

According to the vendor, Bridge Systems offers the following key features:

Interactive Sales Stories: Customers can actively participate in consultations through interactive actions and gestures, allowing for a more engaging and interactive experience.

Versatile Application: Bridge Systems can be used for both virtual and in-person consultations and sales sessions, as well as for training and analysis purposes, making it a versatile tool for various business needs.

Maximum Data Security: Data is stored in a scalable cloud infrastructure located within Germany, ensuring maximum security and compliance with data protection regulations. The web application eliminates the need for downloading software, further enhancing data security.

Interaction: Premade interactive slides create an engaging dialogue during consultations, while participants can use interactive tools to upload and edit PDF files, fostering collaboration and effective communication.

Digital Signature: Contracts and documents can be signed digitally using the inSign software, providing a legally secure, GDPR-compliant, and TÜV tested signature process.

Automatic Documentation: Consultation details are automatically documented, saving time and resources. The documented conversation can be digitally signed and sent to customers, ensuring a comprehensive record of the consultation.

Customer Management: The platform integrates CRM functions, allowing for easy customer data and document storage. A digital customer file can be created with all relevant information, streamlining customer management processes.

Basic Financial Analysis in Accordance with DIN 77230: Bridge Systems enables comprehensive customer consultations with an integrated basic financial analysis. The analysis is certified by Defino and provides a comprehensive report, enhancing the quality and depth of financial consultations.

Recording with the MiFID-Recorder: 34f brokers can record and save consultations on financial investment products, ensuring compliance with regulations. The recording is synchronized with the MiFID account, providing a seamless and secure recording process.

Intuitive Presentation Creation: Users can easily create clear and interactive presentations or guidelines for consultations. The platform provides a user-friendly interface and intuitive tools for creating engaging content, enhancing the effectiveness of presentations and consultations.