Financial Marketing Resources
Throughout the year we develop countless materials on cross-selling and marketing in the financial industry to help give important insight to financial professionals as they plan for growth in this challenging marketplace. The materials listed below range from your standard white paper to an in-depth survey on cross-selling success factors and webinars that are hosted by Truebridge.
Webinar: Using Content Marketing to Generate Referrals From Your Website
Brief Overview -
People today are looking for answers and the institution who is there first to provide these answers will reap the rewards. As more and more consumers flock to a bank or credit unions website, it’s essential that you have the right content marketing strategy in place to not only provide the information they’re looking for but also to capture their engagement so that you can keep the dialog going. In this webinar you’ll learn techniques that can help you achieve both goals.
Webinar: Using Content Marketing to Generate Referrals From Your Branches
Brief Overview -
One of the biggest challenges facing banks and credit unions today is their ability to generate referrals from the branches. When asked, only 37% of bankers say that their institution is either able or very able to generate referrals (Cross-Sell Success Factors Survey). By implementing a content marketing process in the branches, banks and credit unions can greatly improve the referral activity from their employees.
White Paper: Using Educational Content to Boost Loyalty and Share of Wallet
Brief Overview -
This White Paper discusses a strategy that financial institutions can follow to help them overcome some key barriers to increased profitability. Inside, you will find specific guidelines on how to make educational content an effective marketing tool. You will also learn how to deliver this value-added service in a way that ensures a quick and significant payback.
Survey: Cross-Selling Success Factors
Brief Overview -
A survey by Truebridge, Inc., in conjunction with the Bank Insurance & Securities Association (BISA), on cross-selling investment and insurance products at financial institutions in the United States. This research probes several dimensions of the cross-selling environment across different areas within financial institutions including management and investment/insurance sales people.
