This document describes an education-based life event marketing system called Truebridge that financial institutions can use to generate more cross-selling revenue and customer loyalty. The system provides a turnkey solution utilizing existing communication channels like websites, branches, email and social media to deliver educational content tailored to customers' life stages and events. This helps clients understand their needs and identify sales opportunities while deepening the institution's role as a trusted financial advisor.

1. Education Based Life Event Marketing

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
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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
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Easy to understand Using engaging To initiate
educational messages delivered dialogues with the
information that through existing person that can
helps customers communication help with
see needs and channels
make better Deposits
decisions relative to Branch Mobile
Loans
life events Social
Website Mortgages
Media
Small Business
Email
Investments
Insurance
Trust

4. Content Delivery - Website
Compelling messages integrated throughout website
draw customers to the Financial Answer Center
Sample Integration
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5. Educational Content
Library of easy to understand educational content on hundreds of topics
that presents the information that is relevant to your customers based
on individual needs Needs Finders
Online Financial Answer Center
Relevant Content

6. Organized with Calls to Action
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7. Locate a Specialist
At the Exact
Branch
Arrange an
Appointment Or…request a
“Quick Guide”
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8. Request A Quick Guide
Quick Guide Menu

9. On-Demand Customized Marketing Material

10. Auto Generated Leads
A request for information or a free guide automatically sends a
notice to the exact person who can help based on the topic and
branch location Connect with Rep
Content Pages
Download Guide

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
g
Account Servicing Download Guide

12. Employee Resource Center
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13. Create a lead/appointment
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14. Content Delivery –Social Media
Compliant and controlled educational messages provides a
“voice” for social media that customers appreciate
Life Event Selector
Facebook Solution
Edu Posts
Twitter Solution
Edu Tweets
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15. Links to Meaningful Content
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16. Content Delivery - Mobile
Easy access to properly formatted content helps turn
smartphones into lead generating tools
Connect with Rep
Online Financial Answer Center
Mobile
Download Guide

17. Content Delivery - Email
Permission based email uses links to content based on
customer’s area of interest inviting them to contact you
E-newsletter
Connect with Rep
Online Financial Answer Center
Direct Offers
Download Guide

18. Leverage Resource to Identify Life Events
and Deliver only Relevant Content
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19. Content Relevance – Life Event
“Smart Life Connect”
Invitation to enroll in a valuable service – choose life event
Selector
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20. Life Stage Launch Pads
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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
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22. Preference Center
Life event topics can be added or
removed at any time to maintain
continuity with enrollees current
situation, after which the next
communication received will
contain only information relevant
to the current selected topics.
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23. Content Delivery –
Current Email List
Enrollment Invitation
Sent to the Financial Institutions existing
email subscribers introducing the
program and encouraging enrollment –
containing several links to the
enrollment page
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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
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25. All In One
All elements are fully customized and available in one economically priced
subscription that can help generate more leads right away with no
disruption to your normal operations
Lead Generating
and Tracking
Tools
Online Training
Modules
Easy Set Up
Cost Savings
High Payback