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Practical tips, product updates and knowledge around digital advisory.
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Empowering Clients Through Interaction in Online Advisory
Technologies that enable interaction in online advisory strengthen sales success. Because interaction gives clients the feeling of shaping their own outcome — provided the tools are easy to use and full of emotion.
Read more →bridge vs. Flexperto – Feature Comparison for Advisors
bridge and Flexperto have dominated the digital advisory platform market for over a decade. An objective feature-by-feature comparison from the advisor's perspective.
Read more →AI Creates Space for Quality Financial Advice
Many financial advisors worry that AI will soon make them redundant. The opposite is true: it makes them better at their job — and creates space for what truly matters.
Read more →Storytelling – the Art of Online Advisory
Sales training teaches brokers which insurance product suits which life situation. But telling those stories convincingly — especially on screen — isn't something everyone can do.
Read more →bridge in the press
Bridge launches version 2.0 of its advisory platform with AI action guides
The challenges facing Flexperto customers
Broker pool [pma:] adopts bridge advisory platform
The power of the inconspicuous
AI in financial sales: "First thing I do is ask ChatGPT"
The market for software-supported online financial advice will need to consolidate
Bridge expands into the Austrian insurance market
Leadership change at Bridge ITS
blau direkt integrates advisory software "bridge"
Cross selling: the power of the inconspicuous
Seizing new opportunities in online advisory
Bridge ITS offers interactive online advisory tool for financial advisors
Fonds Finanz and Bridge extend partnership
Fonds Finanz now also offers intermediaries online advisory software