Financial Analysis

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

Integration in bridge

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.