life event emarketing
TRANSCRIPT
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Education Based Life Event Marketing
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Truebridge Help financial institutions across the country generate
more cross selling revenue and customer loyalty Provide a turnkey education based marketing system
that leverages existing points of customer contact to uncover needs, identify client life events, generate dialogues, and set up sales appointments
Located in Boston, MA Founded in 2000
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Using engaging messages delivered through existing communication channels
Easy to understand educational information that helps customers see needs and make better decisions
To initiate dialogues with the person that can help with
A Different ApproachBecome a resource for the help your customers desperately want and you will be in place to provide product solutions before the competition arrives
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DepositsLoans
MortgagesSmall
BusinessInvestments
InsuranceTrust
Branch
Website
Mobile
Social Media
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Compelling messages integrated throughout website draw customers to the Financial Answer Center
Content Delivery - Website
Sample Integration
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Educational ContentLibrary of easy to understand educational content on hundreds of topics that presents the information that is relevant to your customers based on individual needs
Online Financial Answer Center
Relevant Content
Needs Finders
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Organized with Calls to Action
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Locate a Specialist
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At the Exact Branch
Arrange an Appointment Or…request a
“Quick Guide”
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On-Demand Customized Marketing Material
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Specialist is identified
Designed to create dialogues
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Content Pages
Download Guide
A request for information or a free guide automatically sends a notice to the exact person who can help based on the topic and branch location
Auto Generated Leads
Connect with Rep
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Branch Experience
Frontline employees introduce this value added service as a part of their everyday service-focused routine, leading to dialogues, referrals and sales appointments
Onboarding
Account Servicing
Online Financial Answer Center
Download Guide
Connect with Rep
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Employee Resource Center
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Create a lead/appointment
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Content Delivery –Social Media
Twitter Solution
Compliant and controlled educational messages provides a “voice” for social media that customers appreciate
Facebook Solution
Life Event Selector
Edu Posts
Edu Tweets
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Meaningful Content
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Mobile
Mobile Experience
Easy access to properly formatted content helps turn smartphones into lead generating tools
Online Financial Answer Center
Download Guide
Connect with Rep
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Email Experience
Permission based email uses links to content based on customer’s area of interest inviting them to contact you
E-newsletter
Direct Offers
Online Financial Answer Center
Download Guide
Connect with Rep
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Leverage Resource to Identify Life Events
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Enroll in “Smart Life Connect”
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Life Stage Launch Pads
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Confirmation Email
• Sent immediately after enrollment
• All topics selected dynamically appear within the message as hyperlinks back to the page(s) where they can find more information on each
• Life event topics can be added or removed at any time
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Sent X number of days after enrollment
Content for selected topics appears dynamically within the message and includes appropriate calls-to-action
Drips can continue at the financial institutions chosen interval
Drips can also take the shape of newsletters where the content is specific only to the topics chosen
Life event topics can be added or removed at any time
Drip Email
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Life event topics can be added or removed at any time to maintain continuity with enrollees current situation, after which the next communication received will contain only information relevant to the current selected topics.
Preference Center
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Enrollment Invitation
Sent to the Financial Institutions existing email subscribers introducing the program and encouraging enrollment – containing several links to theenrollment page
Content Delivery –
Current Email List
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Content Delivery –Email Newsletter
Promotion in exiting email programs
Existing email programs, such as eNewsletters, can also be used to highlight and promote the new program
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Social Media Experience
Facebook App and Edu-Posts
Edu-Tweets
Compliant and controlled educational messages provides a “voice” for social media that draws your customers to you for more of their needs
Online Financial Answer Center
Connect with Rep
Download Guide
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All In One
All elements are fully customized and available in one economically priced subscription that can help generate more leads right away with no disruption to your normal operations
Lead Generating and Tracking
Tools
Online Training Modules
Easy Set Up
Cost Savings
High Payback
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Invitation to enroll in a valuable service – choose life event
Selector
Content Relevance – Life Event“Smart Life Connect”
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Financial Institution image as a place to go for more than deposits and loans
Stronger, more loyal, and more profitable relationships More customer dialogues on multiple financial topics More sales appointments for multiple products
Results
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