News

Harleysville, PA (February 1, 2008) – Harleysville National Bank has announced a new crossselling marketing system featuring an online Financial Answer Center. The education-based system provides customers with immediate answers to hundreds of financial questions and instantly connects them to the person at the bank who can help. Customers can access the Financial Answer Center via Harleysville National Bank’s Web site at www.harleysvillebank.com.

“We want to give our customers the information they need to make more informed decisions,” said Diane Brown, senior vice president of Harleysville National Bank. “People are looking to build their financial knowledge to help with many aspects of their lives. When our customers go looking for help, we want to offer them the resources they need.”

According to Brown, the Financial Answer Center is designed to help people identify and understand financial needs that may not be apparent to them. “One of the problems that many of us face is we don’t recognize what we need until it’s too late,” Brown said. READ MORE

Madison, WI (April 3rd, 2007) – AnchorBank has announced a new cross selling marketing system that uses a customer education approach to generate sales leads for all their products and services, including investments and insurance.

"While earning more revenue per customer is very important to us, even more important is how we go about it," says Christopher Boyce, Managing Officer. "We decided on a marketing process that is based on customer education. By taking this approach, we will build stronger relationships, by making it easier for our customers to come to us for more of their financial needs."

"The marketing system combines online content, marketing collateral, and employee training into a unified process," says Stewart Rose, President of Truebridge Financial Marketing, whose company provides this customized turnkey marketing system to financial institutions. "It makes it much easier for AnchorBank to generate sales leads from all of the points of customer contact – in the branches, through the mail, and from their website. And they do it in a way that their customers appreciate." READ MORE

Newport News, VA (May 23rd, 2006) - Langley Federal Credit Union has announced a new online educational system featuring a Financial Answer Center. The education-based system provides members with immediate answers to hundreds of financial questions and provides an opportunity for the member to send an email to the appropriate credit union employee for further assistance.

"We want to give members the information they need to make informed decisions," said LFCU President/CEO Jean Yokum. "People need financial help in many aspects of their lives. When our members look for help, we want them to turn to us." Members can access the Financial Answer Center by clicking on the Education Center tab on the web site.

Langley Federal Credit Union has been in business since 1936. The credit union serves 140,000 members and has over 1 billion dollars in assets, ranking the financial institution as one of the top 100 largest credit unions in the nation.

Troy, MI (November 3rd, 2005) - Flagstar Bank has announced a new cross-selling marketing system featuring an online Financial Answer Center. The education-based system provides customers with immediate answers to hundreds of financial questions and instantly connects them to the person at the bank who can help. READ MORE

Boston, MA (October 15th, 2005) - Truebridge has announced three new clients and new distribution partner. Press releases to follow.

New York, NY (September 7, 2004) - New Online Resource Gives UNFCU Members a Head Start on Financial Planning
To best meet the needs of its growing membership located in 210 countries and territories around the world, United Nations Federal Credit Union (UNFCU) launched an online Financial Answer Center to provide members with immediate answers to hundreds of financial questions.

“Truebridge met our need to address a global audience with highly relevant, non-US centric materials,” said Stephen Ryerson, vice president of UNFCU Investment Centre.“What’s more, Truebridge provided us with all of the deliverables in record time.”

The benefit of the design, according to Stewart Rose, president and CEO of Truebridge, is that the site directs the viewer to take action. “UNFCU members not only receive the information they need, but also where to go for help,” said Rose. UNFCU Financial Advisors are available to answer specific questions during formal one-on-one consultations. READ MORE

Hingham, Massachusetts - February 11, 2004 - BISYS® Introduces Cross Sell Advantage, an education-based marketing system for bank clients.
BISYS, a leading provider of business process outsourcing solutions for the financial services sector, has expanded its ancillary product suite with Cross Sell Advantage, the education-based marketing system developed exclusively for banks by Truebridge Financial Marketing.

The Cross Sell Advantage marketing system provides the comprehensive, online educational information that will enable BISYS' bank clients to attract new customers, leverage existing customer relationships, and generate sales leads for their entire productand service suite 24x7.

According to Bill Neville, president of BISYS Information Services, "Providing this content-rich financial guidance complements our customer relationship management and Internet banking solutions, and provides our bank clients with an even broader array of marketing, sales, and service solutions." READ MORE

Hingham, Massachusetts - November 25, 2003 - Truebridge announces Eastern Bank as latest customer for its Cross Sell Advantage marketing program
Truebridge Financial Marketing has announced its latest customer relationship. Eastern Bank, of Boston, Massachusetts has begun utilizing Cross Sell Advantage, a new financial institution marketing program developed by Truebridge, Inc. Through Cross Sell Advantage, Eastern can offer its customers an online Financial Answer Center, providing them with immediate answers to hundreds of financial questions.

“Eastern’s mission is to provide our customers with superior service, quality products and the expertise they need to manage their finances,” said Gary E. Coltin, senior vice president for retail banking at Eastern. “Truebridge’s Financial Answer Center certainly helps us provide sound advice and service to our customers. It also allows us to further leverage our Web site as a delivery channel for service, since the information is readily available to customers at their convenience.” READ MORE

Chicago, Illinois - September 1, 2003 - MB Financial Bank has announced its online Financial Answer Center, which can provide customers with immediate answers to hundreds of financial questions.
The MB Financial Answer Center can be accessed by going to www.mbfinancial.com and clicking the Financial Answers button. "We want to give customers the information they need to make more informed financial decisions," says Karen Perlman, Marketing Director. "Because the Financial Answer Center is online, customers can access it anytime they want. Those seeking additional information are steered to a specific person at the nearest banking center location for personal assistance." READ MORE

Purchase, New York - April 15, 2003 - Independent Financial Marketing Group, Inc. and Truebridge Financial Marketing Launch the "Cross-Sell Advantage System" at Sovereign Bank
Sovereign Bancorp, Inc., one of the 25 largest banking institutions in the United States, has introduced the "Cross Sell Advantage" system, a unique marketing system which generates sales leads by offering bank customers educational financial information online. The launch is the result of a joint marketing agreement between Independent Financial Marketing Group, Inc. and Truebridge Financial Marketing, creator of the cross-selling system. READ MORE

2/1/03 -Life Insurance International, a publication that brings the insurance industry the latest trends and activities of key players from around the world, highlighted Cross Sell Advantage in their January, 2003 article on cross selling technology:

"Peel away the layers of software packages, data mining suites and relational analytic platforms….and banks and financial service providers continue to talk about two products: Truebridge Financial Marketing's Cross Sell Advantage and MarketSoft's Cross-Sell Hub. The products are not exactly competitors - each does different things - but both win rave reviews from customers for ease of use and speed." READ MORE

2/1/03 - Cross Sell Advantage was profiled in the January edition of Bank Marketing International. BMI brings the best and brightest ideas, techniques and strategies, and gives valuable insights into the marketing and branding strategies of the financial services arena.

"A two year old online education-based marketing system, CSA helps banks create multiple selling opportunities for investment and insurance products by guiding visitors through a series of financial how-to questions and answers." READ MORE

11/4/02 - Community Banker, a leader in bringing cutting edge news to America's community banks, reported on how one of Truebridge's customers is using Cross Sell Advantage to "win over its customers." Community Banker focuses on four key issues-mortgages, technology, management, and wealth. Plus, they bring subscribers in-depth compliance and legal information.

"These days, banks have to fight just to hold on to customers. That becomes more of a challenge every single day," said Denise Renaghan, president and chief operating officer of Bay State Federal Bank, in Brookline, Mass. "We need to capture a new audience and keep our customer base." Bay State…thinks it may have found a way to do both. READ MORE

07/11/02-Announcing Partnership With Raymond James

Truebridge, Inc. is pleased to announce that it has partnered with Raymond James Financial Services to offer the Cross Sell Advantage marketing system to all RJFS client financial institutions. RJFS has recognized Cross Sell Advantage as a powerful tool to generate more quality sales leads for its investment teams. In a recent publication sent to bank executives offering "Value Added Services," RJFS called Cross Sell Advantage "an excellent customer education-based marketing system that enables your financial institution to provide customers with a valuable learning tool while creating new cross-selling opportunities" Truebridge President and CEO A. Stewart Rose was an invited speaker at the RJFS National Conference for Professional development in Anaheim, CA in June, and has been asked to return to speak at their next national conference in October in Nashville, where he will deliver an address "Overcoming the Barriers to Cross Sell." The Financial Institutions Division (FID) of Raymond James Financial Services, Inc. (RJFS) is dedicated to providing community banks and credit unions across the nation the ability to offer full service investment brokerage and investment advisory services. They currently administer investment programs with over 300 financial institutions nationwide. READ MORE