Member engagement platform

Every member question,
answered instantly.
Your team stays in control.

MemberBridge puts a smart, branded assistant in your member portal - giving every member personalised answers to their pension questions while keeping your team fully in charge of what gets said.

Pre-built intent bundlesValidated before go-liveFull audit loggingWhite-label embed
< 3s
Typical response time
24/7
Always available to members
3-4 weeks
Typical time to go live
100%
Answers you have approved
The problem

Most member questions have obvious answers.
Finding them shouldn't take a phone call.

The majority of inbound member contacts are routine - pot balance, contribution rate, retirement date. Each one costs £8-12 to handle and keeps members waiting 8-12 minutes on hold. MemberBridge resolves these instantly, so your team focuses on the work that genuinely needs a person.

~70%

of member queries are routine

Balance, contributions, beneficiaries, retirement date - questions that have a definitive answer in your records.

8-12 min

members wait on hold today

For a question that takes three seconds to answer once you know where to look. Each routine call costs £8-12 in specialist time.

0

training sessions for members

MemberBridge works naturally - members just type their question, the same way they would to a colleague.

Regulatory context

The FCA has created a new category. We have built to it.

FCA PS25/22 gives pension schemes a clear, compliant path to provide personalised support to members at scale - without giving financial advice. MemberBridge is purpose-built for this framework.

FCA PS25/22

Targeted support is now a regulatory category

The FCA has created a new type of support that sits between generic guidance and regulated advice. Pension schemes can now provide cohort-based, personalised suggestions to members without giving financial advice - but only within a governed, auditable framework. MemberBridge is built to that framework.

How it works

Simple to set up. Powerful by design.

Getting MemberBridge live doesn't require a development project. Three steps from conversation to go-live.

01

Connect your member data

MemberBridge connects securely to your existing administration system. Members see their actual pot balance, contribution rate, dependants, and more - not generic estimates.

02

Install pre-built intent bundles

MemberBridge ships with production-tested bundles covering the questions members ask most - pot balance, contributions, beneficiaries, retirement date, fund holdings, and more. Install a bundle in minutes, then tune scope, documents, and escalation rules through your admin panel.

03

Validate, embed (one line of code), and go live

An automated test suite runs every intent against your live member data and confirms the answers are correct before a single member sees them. Then one line of code places a fully branded assistant in your existing portal. Members start asking questions immediately.

Why MemberBridge is different
3-4 weeks

to go live - not 18+ months for an internal build

~70%

of queries contained, proven across comparable deployments

Zero

AI expertise required - we provide the bundles, you provide the data

Member experience

Every question they have. Answered, instantly.

Members ask in plain language. MemberBridge understands context, retrieves their data, and responds with accurate, personalised answers.

What's in my pension pot?What is my contribution rate?Who are my beneficiaries?When can I retire?Can I take my pension early?What is salary sacrifice?What's my employer contribution?What is the annual allowance?What happens to my pension if I die?Can I change my contribution rate?What are my fund options?How has my pot grown this year?

And many more - including multi-turn follow-ups and scheme-specific knowledge questions.

Features

Everything your scheme needs. Nothing it doesn't.

MemberBridge is purpose-built for regulated pension and benefits environments - where accuracy, governance, and member trust are non-negotiable.

Personalised by default

Every response draws on the member's actual record. No generic FAQs. Members see their real numbers - pot, contributions, retirement date, dependants.

Governed by your team

Your administrators control what the assistant can and cannot say. Set the boundaries, define escalation triggers, and review every conversation through your admin panel.

Escalation built in

When a question falls outside your configured scope, MemberBridge routes the member to the right specialist - maintaining a warm handoff rather than a dead end.

Multi-turn conversations

Members ask follow-up questions naturally. MemberBridge holds context across turns, so conversations flow like talking to a knowledgeable colleague.

Fully white-labelled

The assistant carries your scheme's name and branding. Members see a seamless extension of your portal - not a third-party tool bolted on.

Complete audit trail

Every conversation is logged, timestamped, and available for compliance review. Know exactly what was said, when, and what data was presented.

FCA PS25/22 compliant

Three distinct operating modes, cohort-based grouping, and an advice detection layer that knows when to stop. Built specifically for the targeted support framework - not retrofitted.

See all features
Who it's for

Built for pension professionals.

From operations to compliance to technology - MemberBridge fits the way pension and benefits teams already work.

Operations

Reduce helpline volume without reducing quality

Routine queries - pot balance, contribution rate, retirement date - account for most inbound contacts. Around 70% of inbound queries fall into this category. MemberBridge handles them instantly, so your team focuses on cases that genuinely need a person.

Compliance

Confident answers inside your governance framework

Nothing is said without your sign-off. Responses are grounded in scheme documentation you control, with full audit logging and configurable escalation for anything sensitive. FCA PS25/22 compliant. Every interaction logged - what was asked, which cohort the member was placed in, what the system said.

Technology

Live in 3-4 weeks, answers verified before day one

Pre-built intent bundles cover the most common member questions out of the box. An automated test suite then runs every intent against your live member data and confirms the answers are correct - before a single member sees them. No internal AI project. No 18-month build. One integration, one embed, and you are ready.

Security & compliance

Your members' data. Always protected.

MemberBridge is designed from the ground up for regulated environments. Data governance isn't an afterthought - it's the foundation.

  • Member data is never used to train AI models
  • Every interaction logged - question, cohort, AI response, model version. Defensible in an FCA review.
  • Role-based admin access with full audit trail
  • Data stays within your chosen region
  • Configurable escalation for sensitive topics
  • ISO 27001-aligned information security practices
ISO 27001 Aligned
Data Sovereignty
UK GDPR Compliant
No AI Training

Data sovereignty

Your member data stays where you need it. No data is shared with third parties, stored in uncontrolled environments, or used outside of answering your members' questions.

Full audit logging

Every interaction - question asked, answer given, data referenced - is captured with timestamps. Available for compliance review at any time.

Governed responses

Your administrators define what the assistant can address. Questions outside scope are escalated, not guessed at. You review and approve the knowledge base.

Ready to get started

See MemberBridge in your scheme in 30 minutes.

Book a live demonstration and we'll show you how MemberBridge would look embedded in your member portal, answering your members' actual questions. £15k implementation, live in 3-4 weeks, prove ROI in 90 days before you license.