Watch Our 1 Minute Video:


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


Reaching your 2015 Cross-Selling Goals

Learn how content marketing can engage your customers through branch onboarding, social media, email, and mobile to create cross-selling opportunities.

Tue, Oct 7, 2014 3:00 PM – 3:30 PM EDT



Financial Content Wrap-up: College Planning, Choosing a Major

In the midst of back to school season, college planning is on the minds of millions. High school juniors and seniors are applying to college (or thinking about it) and freshmen are waking up to the reality of 8 AM classes. If you have someone in your life who’s applying to college, or who’s undecided on a major, check this out. A recent post…