Education Based Life Event Marketing
Truebridge Help financial institutions across the country generate  more cross selling revenue and customer loyalty Prov...
A Different Approach Become a resource for the help your customers desperately want and you will be in place to provide pr...
Content Delivery - Website     Compelling messages integrated throughout website       draw customers to the Financial Ans...
Educational ContentLibrary of easy to understand educational content on hundreds of topicsthat presents the information th...
Organized with Calls to Action                                 6
Locate a Specialist                   At the Exact                   BranchArrange anAppointment                 Or…reques...
Request A Quick GuideQuick Guide Menu
On-Demand Customized Marketing Material
Auto Generated LeadsA request for information or a free guide automatically sends anotice to the exact person who can help...
Content Delivery - Branch      Frontline employees introduce this value added service as a      part of their everyday ser...
Employee Resource Center                           12
Create a lead/appointment                            13
Content Delivery –Social Media  Compliant and controlled educational messages provides a     “voice” for social media that...
Links to Meaningful Content                              15
Content Delivery - Mobile  Easy access to properly formatted content helps turn  smartphones into lead generating tools   ...
Content Delivery - Email     Permission based email uses links to content based on     customer’s area of interest invitin...
Leverage Resource to Identify Life Events   and Deliver only Relevant Content                                            18
Content Relevance – Life Event               “Smart Life Connect”Invitation to enroll in a valuable service – choose life ...
Life Stage Launch Pads                         20
Drip Email   Sent X number of days    after enrollment   Content for selected topics    appears dynamically    within th...
Preference CenterLife event topics can be added orremoved at any time to maintaincontinuity with enrollees currentsituatio...
Content Delivery –                       Current Email List                                              Enrollment Invita...
Content Delivery –Email Newsletter          Promotion in exiting            email programs           Existing email progra...
All In OneAll elements are fully customized and available in one economically pricedsubscription that can help generate mo...
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Truebridge Overview1

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Truebridge Financial\’s marketing systems

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Truebridge Overview1

  1. 1. Education Based Life Event Marketing
  2. 2. Truebridge Help financial institutions across the country generate more cross selling revenue and customer loyalty Provide a turnkey education based marketing system that leverages existing points of customer contact to uncover needs, identify client life events, generate dialogues, and set up sales appointments Located in Boston, MA Founded in 2000 2
  3. 3. A Different Approach Become a resource for the help your customers desperately want and you will be in place to provide product solutions before the competition arrives 1 2 3Easy to understand Using engaging To initiateeducational messages delivered dialogues with theinformation that through existing person that canhelps customers communication help withsee needs and channelsmake better Depositsdecisions relative to Branch Mobile Loanslife events Social Website Mortgages Media Small Business Email Investments Insurance Trust
  4. 4. Content Delivery - Website Compelling messages integrated throughout website draw customers to the Financial Answer CenterSample Integration 4
  5. 5. Educational ContentLibrary of easy to understand educational content on hundreds of topicsthat presents the information that is relevant to your customers basedon individual needs Needs Finders Online Financial Answer Center Relevant Content
  6. 6. Organized with Calls to Action 6
  7. 7. Locate a Specialist At the Exact BranchArrange anAppointment Or…request a “Quick Guide” 7
  8. 8. Request A Quick GuideQuick Guide Menu
  9. 9. On-Demand Customized Marketing Material
  10. 10. Auto Generated LeadsA request for information or a free guide automatically sends anotice to the exact person who can help based on the topic andbranch location Connect with Rep Content Pages Download Guide
  11. 11. Content Delivery - Branch Frontline employees introduce this value added service as a part of their everyday service-focused routine, leading to dialogues, referrals and sales appointments Connect with Rep Onboardin Online Employee Resource Center gAccount Servicing Download Guide
  12. 12. Employee Resource Center 12
  13. 13. Create a lead/appointment 13
  14. 14. Content Delivery –Social Media Compliant and controlled educational messages provides a “voice” for social media that customers appreciate Life Event SelectorFacebook Solution Edu Posts Twitter Solution Edu Tweets 14
  15. 15. Links to Meaningful Content 15
  16. 16. Content Delivery - Mobile Easy access to properly formatted content helps turn smartphones into lead generating tools Connect with Rep Online Financial Answer CenterMobile Download Guide
  17. 17. Content Delivery - Email Permission based email uses links to content based on customer’s area of interest inviting them to contact youE-newsletter Connect with Rep Online Financial Answer CenterDirect Offers Download Guide
  18. 18. Leverage Resource to Identify Life Events and Deliver only Relevant Content 18
  19. 19. Content Relevance – Life Event “Smart Life Connect”Invitation to enroll in a valuable service – choose life eventSelector 19
  20. 20. Life Stage Launch Pads 20
  21. 21. Drip Email Sent X number of days after enrollment Content for selected topics appears dynamically within the message and includes appropriate calls- to-action Drips can continue at the financial institutions chosen interval Drips can also take the shape of newsletters where the content is specific only to the topics chosen Life event topics can be added or removed at any time 21
  22. 22. Preference CenterLife event topics can be added orremoved at any time to maintaincontinuity with enrollees currentsituation, after which the nextcommunication received willcontain only information relevantto the current selected topics. 22
  23. 23. Content Delivery – Current Email List Enrollment InvitationSent to the Financial Institutions existingemail subscribers introducing theprogram and encouraging enrollment –containing several links to theenrollment page 23
  24. 24. Content Delivery –Email Newsletter Promotion in exiting email programs Existing email programs, such as eNewsletters, can also be used to highlight and promote the new program 24
  25. 25. All In OneAll elements are fully customized and available in one economically pricedsubscription that can help generate more leads right away with nodisruption to your normal operations Lead Generating and Tracking Tools Online Training Modules Easy Set Up Cost Savings High Payback

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