More time for consulting.
Less overhead.
bridge bundles appointment booking, interactive video consulting, digital signatures and automatic documentation in one platform — GDPR-compliant, hosting in Germany.
+30 %
more confirmed
appointments
−40 %
less post-session
documentation work
100 %
GDPR-compliant &
hosting in Germany
< 5 min
until your first
appointment is booked
Everything modern advisory needs.
No more juggling tools. bridge combines everything you need for professional client consultations — in one platform.
Appointment Booking
Clients book their preferred slot 24/7 — with automatic confirmation and calendar sync.
Learn more →Interactive Video Consulting
HD video directly in the browser — no installation needed. See your clients, build real connections, even at a distance.
Learn more →Interactive Slides
Pre-built slides where clients actively select, drag and enter data — no more passive spectators.
Learn more →Digital Signature
Collect legally binding signatures directly in the session — no paper, no follow-up mailings.
Learn more →Session Documentation
Structured session notes — auto-populated, ready to send immediately, always at hand.
Learn more →Dynamic Data Capture
Clients fill in forms and PDFs together with the advisor — embedded or using their own documents.
Learn more →AI-Powered Follow-up
After the session, bridge automatically generates a transcript with summary, action list and open items.
Learn more →DIN Financial Analysis
Integrated financial needs analysis to DIN 77230 standard — structured and available right in the session.
Learn more →MiFID Recorder
Meet MiFID II recording obligations directly in bridge — no separate call, no media break.
Learn more →Client Management
All client data, documents and session history in one place. Always accessible, always up to date.
Learn more →BusinessProgrammable API
Flexible REST API for custom flows — exchange data between bridge and your systems in both directions.
Learn more →BusinessSystem Integration
Sync advisory data bidirectionally with external systems — ERP, document management and more.
Learn more →BusinessCRM Connection
Connect your existing CRM directly — client data flows automatically between bridge and your CRM.
Learn more →Ready in minutes.
No installation, no IT department needed. bridge runs entirely in the browser.
Create an account
Register for free and try bridge for 7 days — no credit card required.
Set up your profile
Configure appointment types, availability and your booking page in under 5 minutes.
Share your link
Share your booking link via email, WhatsApp or your website — clients book instantly.
Start advising
Clients join via link — HD video, interactive slides and digital signatures, all in the advisory room.
Trust is the
foundation of advice.
bridge was built from the ground up for regulated industries — for financial advisors and insurance intermediaries alike, with maximum data security and full GDPR compliance.
- GDPR-compliant
All data is processed exclusively under German and European data protection standards.
- Hosting in Germany
Your client and session data resides on German servers.
- End-to-end encryption
Video, messages and documents are fully encrypted — including in transit.
These customers already trust bridge.
From independent brokers to major insurance groups — bridge is used by leading companies across the financial and insurance industry.
Ready for the future of advice?
Start now and experience how bridge simplifies your daily work.