Features

Everything your scheme needs. Built for pension professionals.

MemberBridge is purpose-built for regulated pension and benefits environments - where every answer carries weight and governance isn't optional.

Member experience

Personalised answers, not generic FAQs

MemberBridge connects to your administration data and answers each member's questions using their actual record. Pot balance, contribution rate, retirement date, beneficiaries, fund holdings - all accurate, all live.

  • Real member data, not estimates
  • Multi-turn conversations with memory
  • Natural language - no rigid menus
  • Handles follow-up questions in context
Member experience
01Real member data, not estimates
02Multi-turn conversations with memory
03Natural language - no rigid menus
04Handles follow-up questions in context
Governance

Full control over every response

Your team defines what MemberBridge can and cannot address. Load your scheme documents, set the rules, and configure escalation triggers. Nothing gets said without your approval - and everything is logged.

  • Admin panel for managing scheme knowledge
  • Configurable escalation for sensitive topics
  • Governed response boundaries
  • Full conversation audit trail
Governance
01Admin panel for managing scheme knowledge
02Configurable escalation for sensitive topics
03Governed response boundaries
04Full conversation audit trail
Integration

Connects to your existing stack

MemberBridge integrates with your administration system via a secure connection. No data migration. No data duplication. Member records stay where they are - MemberBridge reads what it needs, when it needs it.

  • Secure connection to your admin system
  • No data migration required
  • Real-time data retrieval
  • Configurable data mappings
Integration
01Secure connection to your admin system
02No data migration required
03Real-time data retrieval
04Configurable data mappings
Quick start

Live in weeks, not months - answers validated before day one

MemberBridge ships with a library of pre-built, production-tested intent bundles covering the questions members ask most. Install a bundle in minutes. An automated end-to-end test suite then runs every intent against your live member data and verifies the answers are correct - so you know it works before your members ever see it.

  • Pre-built bundles: pot, contributions, dependants, investments, and more
  • Automated test suite validates answers against your live data
  • Every scenario confirmed correct before go-live
  • Typical time from sign to live: one to two weeks
Quick start
01Pre-built bundles: pot, contributions, dependants, investments, and more
02Automated test suite validates answers against your live data
03Every scenario confirmed correct before go-live
04Typical time from sign to live: one to two weeks
Embedding

Inside your portal in minutes

MemberBridge embeds with a single line of code. It carries your scheme's name and visual identity - members see a seamless extension of your portal, not a third-party widget.

  • Single line embed code
  • Fully white-labelled branding
  • Works with any web-based portal
  • No app download or new login for members
Embedding
01Single line embed code
02Fully white-labelled branding
03Works with any web-based portal
04No app download or new login for members
Escalation

Hands off to your team when it matters

Not every question should be answered automatically. MemberBridge recognises when a query falls outside its scope - sensitive financial decisions, complaints, complex cases - and routes the member to the right specialist.

  • Configurable escalation triggers
  • Warm handoff to your team
  • Context passed to the specialist
  • No dead ends for members
Escalation
01Configurable escalation triggers
02Warm handoff to your team
03Context passed to the specialist
04No dead ends for members
Administration

Your team stays in charge

A browser-based admin panel gives your team full visibility. Manage scheme knowledge, review conversations, adjust escalation rules, and track usage - no technical expertise required.

  • Browser-based admin panel
  • Knowledge base management
  • Usage and conversation analytics
  • Role-based access for your team
Administration
01Browser-based admin panel
02Knowledge base management
03Usage and conversation analytics
04Role-based access for your team
Also included

The details that matter.

Every plan includes the full feature set. No capabilities locked behind higher tiers.

Conversation history within a session
Question suggestions and quick replies
Embedded forms for member requests
Configurable welcome messages
Support for multiple scheme types
Scheme-specific terminology
Accessibility compliant (WCAG 2.2 AA)
GDPR-ready data handling
Responsive - works on mobile and desktop
Admin role management
Configurable response tone
Launch without a technical team
Pre-built intent bundles ready to install
Automated integration tests run against your live data

See the features in your scheme.

Book a 30-minute demonstration and we'll show MemberBridge running with your scheme's branding and real member question types.