Education First®

The key strategy of next-gen bank marketing is to deliver content in a way that is relevant and pleasing to the customer and efficient for the bank. Multiple channels are leveraged to deliver educational content effectively.

Education First® Financial Education System

When it comes to financial decisions, consumers want to avoid making bad choices, losing money and compromising their financial security.

Introducing the Education First® Financial Education System
Our proven process builds more profitable relationships and increases the lifetime value of your customers by providing them with relevant financial education materials.

Education First® Financial Success Tips

Content sitting idle on your website does not help you connect with your customers or increase your ability to cross-sell products they need.

Actively connect to your customers with Education First® Financial Success Tips
Truebridge combines the power of financial education content with a lead-generating content distribution. Choose your distribution model with Education First® based on how your customers want to be reached!

Education First® LeadMaker

Connecting your customers with content is the first step in a great content marketing strategy. Connecting your customers with the right people at your bank is the next.

Drive more leads with Education First® LeadMaker
Generate quality leads and sales referrals with LeadMaker, an intuitive system designed specifically for financial institutions. LeadMaker features a clean, responsive layout with calendaring and lead queue functionality for all levels of your staff.