# Sales and service conversations for banking | Bridge

> Bridge for financial institutions: sales and service conversations on the institution's channels, with role-based access and risk review.

## The executive's closeness, with visibility and control for the institution.

Connect the sales relationship and service on the institution's channels, with traceability and review of possible risks.

## The process

### 1. Preparing the executive's next contact

The executive reviews the previous conversation and the summary before contacting the customer.

- **Customer**: What do I need for a personal loan?
- **Bridge AI**: Summarises the request and the details the customer shared.
- **Next step**: The executive prepares the next contact.

### 2. Request continuity across teams

A request moves from sales to service without the customer repeating the information.

- **Customer**: I need a certificate for my account.
- **FrontDesk**: Routed the request to the service team with the conversation context.
- **Next step**: Service handles the certificate.

### 3. Sensitive information signal

Configured rules flag conversations for review by the authorised team.

- **Rule**: Possible sensitive data shared in a conversation.
- **Bridge**: Case sent for review with the data masked.
- **Next step**: The reviewer confirms or dismisses the case.

## In the reports

- Which campaigns bring prospects who move forward
- Requests by team and their continuity
- Risk cases sent for review

[Explore the reports](https://bridge.new/en/platform.md)

## Risk signals to review in time.

Configured rules help identify possible risks in conversations and send cases for review by the authorised team.

1. Rules for databases, passwords and personal data
2. Bridge AI scores each case and explains why
3. Evidence with the data masked
4. A reviewer confirms or dismisses, with a comment

## Industry questions

### Who can access the conversations?

Access is defined by the institution's roles and permissions, and interactions are available for audit.

### How does risk review work?

Configured rules flag possible risks, Bridge AI scores each case with masked evidence and an authorised reviewer confirms or dismisses it.

## Other industries

- [Automotive](https://bridge.new/en/industries/automotive.md): A lead from an ad that reaches the test drive and comes back for service.
- [Real estate and construction](https://bridge.new/en/industries/real-estate.md): A buyer who spends months between visits, documents, signing and after-sales.
- [Insurance](https://bridge.new/en/industries/insurance.md): A policyholder who gets a quote, reports a claim and renews with the same advisor.
- [Education](https://bridge.new/en/industries/education.md): An applicant who arrives from a campaign and moves toward enrolment.
- [Hospitality](https://bridge.new/en/industries/hospitality.md): A booking inquiry that ends in a corporate event.