Sales and Service

Bridge 2 Partner’s proprietary Sales and Service Platform is a solution that enables financial institution to digitally engage, onboard, and service members quickly and easily. The platform provides members self-service and straight-through processing options that minimize involvement from service representatives and back-office teams.

The Sales and Service Platform enables enterprise collaboration and visibility so that internal teams can support digital, member-driven experiences while seamlessly moving between online and in-person channels. Members can apply and open fully online or continue an in-process journey with a service representative in person or over the phone. The B2P platform couples the member and representative capabilities with enriched analytics and automated notifications to provide exceptional digital service to new and existing members. It also aids in identifying opportunities in the digital experience to remove friction and drive down abandonment rates, increasing conversions that result in new members, deposits, and loans.