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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


Meaningful Engagement Means More Sales

  • Build your brand into an engaging resource
  • Uncover selling opportunities across channels
  • Provide product solutions before the competition arrives

Wed, Sep 24, 2014 3:00 PM – 3:30 PM EDT



7-Step Onboarding Checklist

First impressions are everything. Onboarding is the most important moment in relationship with customer. We get asked all the time how financial institutions can improve their onboarding. This onboarding checklist – slimmed down to the bare necessities from a Financial Brand list – will get you started. Here are the most important things to do…