Yearly Archives: 2018


Designing Consumer Choices

As professionals in the financial industry, we work with complex products, services, and tools in order to meet the demands of customers. Often times, the greatest challenge is being able to boil down all of the complexity in the consumer financial marketplace to simple terms so that all customers can understand what we are doing […]


How Content Can Be the Center of Your Bank

Recently, Truebridge attended a major financial industry marketing conference, visiting with financial marketing professionals of all levels in the industry.  Through visiting at the conference, we learned a great deal about where professionals see the role of content in their organization. We learned that there is a strong understanding for the need for good, quality, […]


Using Marketing Signals Correctly

Marketing signals, or better known as data points that allow you to predict consumer behavior, have had a prominent role in financial marketing for some time. These seo signals allow you to better predict your customer’s behavior, such as when people are moving (requiring a new mortgage) or are showing unrest with their current credit card […]


Create More Mindful Cross-Selling

At our core, Truebridge is a provider of financial education content and a platform by which to distribute content in ways that create cross-selling opportunities. Our company’s mission is to enable financial institutions in engaging their customers in more meaningful conversations, approaching the customer with a needs-based experience in order to facilitate recommendations. In light […]


Create Next Best Product Solutions

Using analytics to decipher consumer behavior has been at the core of the retail industry for decades. Financial institutions are no strangers to this market, either, using behavior and predictive analytics to automate many of their processes. Many applications of analytics for financial institutions began with, and are still centered around, using them as part […]