Create an unique closeness and enriched consultation experience
Integrate your customer in the consultation by using our interactive tools. It doesn’t matter if it’s an online or on-site consultation. Your customers don’t want to just listen and watch the presentation, they want to participate actively themselves. During the video call you‘re collecting information together, you can draw & take notes together on any slide, and every document can be signed digitally right away. bridge as a comprehensive consulting software provides all this in a completely web & cloud based application.
– Creates a more vivid consultation, doesn’t matter if it‘s online or on-site
– Increases the attention of the customer
– Concise streamline of thoughts
– Forms can be filled out interactively together and are saved immediately
– Customers act independently
Possibilities for Interaction in bridge
In order to be able to make the consultations more personal, we have integrated video calling. This way you can speak face to face, even online, and see how your customer reacts in real time.
Use the ready-made interactive slides in bridge to let your customers actively participate. Elements can be selected, moved, and data can be entered. This is how you create a unique online consulting experience.
bridge offers ready-made slides for data collection, especially within the basic financial analysis of private households in accordance with DIN 77230. The complete analysis, including reports, is seamlessly integrated into bridge. Together with your customers, you can make a record of information on the financial situation, discuss the report afterwards, and derive sensible measures.
You can draw, make notes, and mark things on all pages of your presentation and on special whiteboard slides. If you want to actively involve your customers, give them access to these functions as well. All drawings, markings and notes are automatically saved in the digital consultation documentation.
The established inSign software from iS2 is seamlessly integrated into bridge for legally valid digital signatures. You can sign documents and contracts with your customers during the online consultation or digitally on site. You can conveniently request the signature by e-mail or SMS. Your customers simply sign on a touch-enabled device.