Bridge was born for banks and regulated entities

What happens when an employee leaves? Typically, valuable customer information goes with them. With Bridge, all client information and interactions including it's private information like statements or shared balances remain securely within the bank’s control—ensuring continuity, compliance, and data security for both the bank and its customers.

If you’re concerned about employees using personal chat apps, chances are it’s already happening—because customers want to communicate on their preferred channels. With Bridge, that problem disappears. Your team stays compliant by using Bridge, while customers continue to interact on the channels they’re comfortable with.

Bridge helps banks sell more by giving teams real-time insights into customer interactions. With full visibility into past conversations and preferences, employees can offer the right products at the right time. Seamless communication across all channels ensures stronger relationships, increased engagement, and more opportunities to drive sales.

Bridge provides banks with full visibility into customer interactions by centralizing all communications in one secure platform. Managers can track engagements in real time, ensuring compliance and gaining valuable insights into customer needs. This leads to better service, data-driven decisions, and stronger customer relationships.

Bridge ensures full auditability with a dedicated portal that allows banks to search and access complete chat history instantly. This makes it easy to track conversations, verify compliance, and retrieve critical information—ensuring transparency, security, and regulatory readiness at all times.

Your most valuable customers have high expectations, and when their main contact is on vacation or unavailable, frustration can build. With Bridge Groups, a team can seamlessly manage each customer. If one employee is unavailable, another can step in with full access to the conversation history—ensuring smooth, uninterrupted service.