Smart Life Connect Life Event Marketing System A new customer experience that draws them to you for more of their financial needs, building more loyal and more profitable customers.

Life Events Drive Sales

• That is when people search for information and guidance • That is when people buy financial products*

Smart Life Connect is a unique approach to maximizing your marketing potential by delivering only

relevant messages to your clients based on the various life events they are experiencing. Whether changing jobs, getting married, buying a home, retiring, or caring for an elderly parent, providing the right information at the right time will distinguish your organization as a valued resource, resulting in more appointments and sales.

Smart Life Connect is an interactive system that provides customers with a continuing flow of helpful

information on topics relevant to their life. Each message links to compliant and easy-to-read online content that showcases the exact person at the financial institution that can help. It is used by both customers and branch employees to start dialogues and set up sales appointments.

Quick set up and economical subscription-based pricing means the Smart Life Connect marketing

system can provide a fast payback and high ROI.

How it works at a glance

Step 1 Step 2 Step 3 Deliver relevant content

Through existing communication channels • Branch • Website • Email • Social Media • Mobile

To initiate dialogues with the person who can help with • Investments • Insurance • Trust • Small Business • Mortgage • Deposits • Loans

View 5 minute online demo at truebridge.com/product For questions or to schedule a full online demo, contact us at support@truebridge.com or 617-956-5020 * Forrester Research Report “Life Events Drive Financial Product Purchases”