Both individual and business customers are looking for help with financial decisions throughout their lives. Customers will buy from the one who provides those answers - generating sales across all individual and business product lines. With added focus on the fiduciary role played by financial institutions, putting Educate First is a solid platform for sales.
Leveraging existing customer communication channels to increase share of wallet is a fraction of the cost of acquiring a new customer. Website content is aggregated into a series of downloadable "Quick Guides" on multiple topics with the picture and contact information of the person that can help. These guides can be merchandised through branch and digital channels to create immediate sales leads using an Educate First approach.
Leveraging existing customer communication channels to increase share of wallet is a fraction of the cost of acquiring a new customer. Website content is aggregated into a series of downloadable "Quick Guides" on multiple topics with the picture and contact information of the person that can help. These guides can be merchandised through branch and digital channels to create immediate sales leads using an Educate First approach.
Services
Founded in 2000, Truebridge is a leading educational Software-as-a-Service (SaaS) client engagement platform for Financial Institutions nationwide. Truebridge develops and administers content management solutions focused on financial advocacy, lead generation, product/service adoption, and ROI. Our solution-based approach assures timely delivery of relevant financial content around life events and milestones.
We offer a fully integrated and customized Content Marketing System that wears many hats. Use it in the branch, on the website, in your email campaigns, and in your social media strategy. Other providers offer static educational content, but no one else wraps their content in robust marketing applications and lead generation tools that cross sell through these channels.
The key strategy of next-gen bank marketing is to deliver content in a way that is relevant and pleasing to the customer and efficient for the bank. Multiple channels are leveraged to deliver educational content effectively. When it comes to financial decisions, consumers want to avoid making bad choices, losing money and compromising their financial security.
In our experience, the majority of banks and credit unions think of cyber security as an inside-out proposition. You have standard measures in place like firewalls, anti-virus protection on bank computers, fraud detection systems and website encryption. But the reality is that the risks of online banking often have less to do with your technology than with the human beings who use it.
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