As the first online video consulting software to do so, bridge has integrated a Defino certified basic financial analysis. The basic financial analysis is in accordance with DIN 77230. Use the analysis for on-site & online advice with your customers to significantly reduce your workload for data collection, follow-ups, and data storage. Strengthen trust and increase the chance of a long-term customer relationship.
Benefits of a Digital Financial Analysis
Interactive data collection with dual touch functionality
Cloud-based data storage in the integrated CRM system
Automatic creation of digital reports
Integration in bridge
Paperless, Automated, and Efficient.
Certifed by the DEFINO Institute for Financial Standards
Comprehensive Data Aquisition
With the basic financial analysis in bridge, you record important information about the financial situation of your customers in 12 sections- interactively and digitally. Your basis for comprehensive customer advice and long-term customer relationships.
Keep Customers Engaged
bridge’s dual-touch function enables you to interactively involve your customers in the financial analysis. You and your customers can fill out data fields, make selections, mark sections, and add notes.
DIN Certified Report
After completing the basic financial analysis in bridge, you can request a digital report in PDF form with just one click. The report is created automatically in a short time. It maps the complete initial financial situation of your customer and gives recommendations for action.
Data Storage & CRM
All of your customers’ data recorded during the basic financial analysis is automatically stored in the integrated customer administration in bridge and is therefore also available for future consultations.
bridge Premium +DIN-Financial Analysis
Integrated analysis for private households in accordance with DIN 77230.
Try out bridge Premium + DIN financial analysis for 30 days free of charge and 100% non-binding. Simply register online here to start. After the 30-day test phase, you decide how to proceed with bridge and select the right bridge package.
- All basic functions +
- Digital signature
- Integrated CRM
- Document delivery
- Interactive data collection
- Personal support
Test free of charge and without obligation with bridge Premium**
* Monthly license fee per user in a monthly subscription, price incl. VAT, can be cancelled monthly, online booking possible.
**The free test phase ends automatically after 30 days, no cancellation necessary, no automatic extension to a bridge subscription, booking a paid bridge Premium or Basic package is possible at any time during the test phase.