Even though there is frequent engagement through multiple channels:

  • Share of wallet remains low (2 out of 10)
  • Finding answers is a top priority but hasn’t been easy*

*Aite’ Group study of senior marketing executives shows increase in share
of wallet as the top marketing initiative in 2014

Putting The Puzzle Together

Truebridge Solution: Engagement Beyond Transactions = Growth

The Truebridge Content Marketing System is specially designed to give banks and credit unions a cost effective way to increase their share of wallet. A broad array of easy to read, compliance approved educational content engages individual and business customers in meaningful ways that go beyond transactions. A unique delivery platform using branch and digital channels generates sales leads across multiple product lines.

“Truebridge has the only turn-key content marketing solution that I’ve seen for the financial industry where the focus is solely on lead generation, sales and ROI.”

Jeffry Pilcher, Industry Expert, Editor of The Financial Brand


White Paper


Onboarding: A Setup for Sales
by Stewart Rose


  • How deeper customer engagement during onboarding leads to more share of wallet
  • How content keeps your customers connected to you
  • How to deliver content that drives sales


How Innovative Onboarding Sets Up Sales


  • How to provide high value that uncovers more needs
  • How to have customers come to you first for future needs
  • How to leverage all of your channels to reinforce the onboarding experience

Tue, Aug 5, 2014 3:00 PM – 3:30 PM EDT



Bankie Says Relax! How Banks Benefit from Emotional Branding

On the Holmes and Rahe stress scale, 24 of the 43 most stressful life events have a financial component. Mortgages made the list three times! These important events – like starting a new job or having a child – have serious financial components and emotions can run high. Financial marketers can drive sales if they understand how emotional branding…