Education Based Life Event Marketing

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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Using engaging messages delivered through existing communication channels

Easy to understand educational information that helps customers see needs and make better decisions

To initiate dialogues with the person that can help with

A Different ApproachBecome 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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DepositsLoans

MortgagesSmall

BusinessInvestments

InsuranceTrust

Branch

Website

Email

Mobile

Social Media

Compelling messages integrated throughout website draw customers to the Financial Answer Center

Content Delivery - Website

Sample Integration

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Educational ContentLibrary of easy to understand educational content on hundreds of topics that presents the information that is relevant to your customers based on individual needs

Online Financial Answer Center

Relevant Content

Needs Finders

Organized with Calls to Action

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Locate a Specialist

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At the Exact Branch

Arrange an Appointment Or…request a

“Quick Guide”

On-Demand Customized Marketing Material

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Specialist is identified

Designed to create dialogues

Content Pages

Download Guide

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

Auto Generated Leads

Connect with Rep

Branch Experience

Frontline employees introduce this value added service as a part of their everyday service-focused routine, leading to dialogues, referrals and sales appointments

Onboarding

Account Servicing

Online Financial Answer Center

Download Guide

Connect with Rep

Employee Resource Center

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Create a lead/appointment

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Content Delivery –Social Media

Twitter Solution

Compliant and controlled educational messages provides a “voice” for social media that customers appreciate

Facebook Solution

Life Event Selector

Edu Posts

Edu Tweets

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Meaningful Content

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Mobile

Mobile Experience

Easy access to properly formatted content helps turn smartphones into lead generating tools

Online Financial Answer Center

Download Guide

Connect with Rep

Email Experience

Permission based email uses links to content based on customer’s area of interest inviting them to contact you

E-newsletter

Direct Offers

Online Financial Answer Center

Download Guide

Connect with Rep

Leverage Resource to Identify Life Events

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Enroll in “Smart Life Connect”

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Life Stage Launch Pads

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Confirmation Email

• Sent immediately after enrollment

• All topics selected dynamically appear within the message as hyperlinks back to the page(s) where they can find more information on each

• Life event topics can be added or removed at any time

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

Drip Email

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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.

Preference Center

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Enrollment Invitation

Sent to the Financial Institutions existing email subscribers introducing the program and encouraging enrollment – containing several links to theenrollment page

Content Delivery –

Current Email List

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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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Social Media Experience

Facebook App and Edu-Posts

Edu-Tweets

Compliant and controlled educational messages provides a “voice” for social media that draws your customers to you for more of their needs

Online Financial Answer Center

Connect with Rep

Download Guide

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

Invitation to enroll in a valuable service – choose life event

Selector

Content Relevance – Life Event“Smart Life Connect”

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Financial Institution image as a place to go for more than deposits and loans

Stronger, more loyal, and more profitable relationships More customer dialogues on multiple financial topics More sales appointments for multiple products

Results

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