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Onboarding: A Setup for Sales

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Past Workshop

Lifestage and Content Marketing

Thu, Apr 21, 2016 12:30 PM – 1:30 PM EDT


Recent Blog Post

New!

The Exploding Age of the Mobile Customer

Last week, we started a discussion about the mobile trend in content marketing. Today, we are going to continue that discussion for a more in-depth look at what this trend towards mobile actually looks like….

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The Challenge:

Technology. That double-edged sword. While it’s creating a fantastic revolution in how banking is done, it’s also putting more distance between your sales staff and consumers.

FACT: 79% of consumers consider their banking relationship to be transactional, not advisory. That’s up nearly 10% since 2014!*.
*TD Accenture Study

Our content marketing program can help you change that perception by positioning you as an advice and information hub for your customers, not simply a transaction processor.

The Truebridge Solution:

If you have a content marketing program in place, it’s not going to deliver results like THIS program.

  • The Truebridge Integrated Content Marketing System is about actively creating meaningful customer engagement and reaching out to customers across multiple channels in ways that reveal cross-selling opportunities to increase your sales.
  • Our proprietary content marketing system pairs financial education content based on life stages with a lead-generation marketing platform to create a one-of-a-kind process that gives you viable leads and measurable ROI.

The Elevator Pitch:

Truebridge’s Integrated Content Marketing System

  • Proprietary turnkey Content Marketing System integrates financial education content with a lead-generation marketing platform to give you viable leads and measurable ROI.
  • Educational content is compliance approved and professionally maintained by a top national accounting firm.
  • Answer Center is customized to match your brand’s graphic standards.
  • Individual customer service ensures active usage and shared “best practices.”
  • The system is hosted through top-ranked secure facility.

See the Truebridge Integrated Content Marketing System live! Schedule your demo today.

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