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      Financial Content Marketing Gets Buyers To Branches Posted on: Apr 24th, 2014

      Problem Physical stores in every industry have been undergoing change for some time. These days you can even buy your groceries online. For banks and credit unions, as more and more people adopt new online technology, branch traffic is declining, leading to fewer, smaller and more automated branches. The branch will always serve a role, but customers are increasingly using online services for their day-to-day needs. They log on to their account, transact and log out--it’s fast, easy…


      New Tool Means More Sales in the Branches Posted on: Apr 23rd, 2014

        Boston, MA: Truebridge is pleased to announce the revamp of Branch LeadMaker, a tool that greatly facilitates the generation of referrals and sales appointments. Truebridge has created this tool to help banks realize the enormous opportunity they have to leverage frequent customer contact into stronger and more profitable relationships. Branch LeadMaker was designed especially for ease of operation in a retail branch environment. The system provides frontline branch employees with…


      How to Become an Everyday Bank - Financial Literacy Month Posted on: Apr 16th, 2014

      Banks want more share of wallet and to get it they have to be a bigger part of their customers’ lives. A recent report from Accenture suggests new ways to accomplish this goal. Everyday Bank The Everyday Bank philosophy is essentially about extending the banking ecosystem and creating connections. With branch traffic lowering, banks and credit unions have to evolve to compete. The Accenture report stresses the need for banks to become better value aggregators, access facilitators and…


      3 Stats on Millennials’ Banking Behavior You Need to Know Posted on: Apr 7th, 2014

      The way people talk about Millennials sometimes makes them seem like a riddle, wrapped in a mystery, inside an enigma. Everyone’s trying to figure out how to best engage with this demographic. There might just be a simple solution. In the words of Charles Bukowski: “Don’t try.” Let’s look at some stats and I’ll show you what I mean. A recent survey by TD Bank of 1,500 Millennials from around the country supplies our data.   A lot of numbers here that basically just…


      Banking Technology Pitfalls and New Content Solutions Posted on: Apr 4th, 2014

      Technology is changing the way consumers deal with their bank. Fewer, smaller and more automated branches looks like the trend. Banks would like to turn their branches into places customers can go for face to face sales of higher margin products. But a major pitfall of new banking technology is that it is quickly eliminating the dialogues that used to create the sales leads needed to make that happen. 3 in 10 haven’t been in a bank in 6 months or more. Bank customers still have plenty of…


      Fictional Characters Who Could Learn Something During Financial Literacy Month Posted on: Apr 3rd, 2014

      If you ever questioned the importance of financial literacy, check out this list to see the damage illiteracy can do. Let us know if you think we missed anyone! Chester J. Lampwick The rags-to-riches story of Mr. Lampwick sounds nice at first, but after an $800 billion payout from a court case, his principle investments become a solid-gold house and a rocket car. It’s little wonder that he eventually ends up back in rags. Michael Scott ‘Nuff said. The Bad Guy from Blank…


      Truebridge’s “eConnect” Takes Content Marketing to the Next Level Posted on: Apr 2nd, 2014

      Boston, MA: Truebridge is pleased to announce the launch of eConnect, a powerful email content marketing application designed to help financial institutions take their educational content to the next level. Truebridge’s eConnect technology delivers targeted, dynamic content on the customer’s terms, providing a service that’s customer-focused and drives sales. Truebridge clients already have a vast library of financial content at their disposal through their Answer Centers. Now, that…


      The CFPB and Financial Education Benefits Posted on: Apr 1st, 2014

      There’s a push from regulators to educate consumers. If you’re in banking you’ve heard of the Consumer Finance Protection Bureau (CFPB). It was set up as a response to the recent financial crisis and began operation in 2011. Financial education doesn’t just need to be a nicety that you provide to your customers, it can be something that helps you both generate leads and get more out of your website at a time when branch traffic is declining. The CFPB has three goals: Educate, enforce,…


      Bank Marketing 101 - How to Be There When They Need You Posted on: Mar 27th, 2014

      The impact of life event marketing in the financial services industry has been known for years. When a couple gets married, they may be looking to buy a house. When someone has a baby, they may be in the market for life insurance. When someone changes jobs they may be thinking about rolling over their 401(k) plan. And when someone is getting into the retirement zone, lots more comes into play; retirement income, rollovers, and on and on. A recent Forrester Research study of 26,000 online…


      Financial Literacy Month Extravaganza! Posted on: Mar 24th, 2014

      Financial Literacy Month is just a week away and we’ll be going all out for it. Be sure to check back with our blog every week for new articles, interviews and insight through the month. We're looking to promote the best of what banks and credit unions can offer in terms of Financial Literacy. If you're doing something for Financial Literacy Month and would like to get the word out, please get in touch with us via Twitter (@Truebridge) or email me directly at ndesimone@truebridge.com. But…

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