Richard Shupick manages the investment and insurance program at the $15b Flagstar Bank. The program has twenty reps employed by Essex National Securities. Using an education based marketing system from Truebridge, Rich has developed a process that makes it easy for frontline employees to generate more referrals everyday.

Truebridge has launched a new design of the Financial Answer Center, a key ingredient to the Cross Sell Advantage system that delivers financial education to a financial institutions customer base while at the same time increasing sales. Below is an overview of the new design along with a description of the new “E-newsletter Opt-In” feature.

New 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.

Truebridge launched new features to the Cross Sell Advantage system on Monday, June 2nd 2008 to help enhance both client usability and referral opportunities. Below is an outline of the new features for various aspects of the system:

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.

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.

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.

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. Customers also can access the Financial Answer Center via Flagstar’s Web site at www.flagstar.com .

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.

Online Marketing System, Developed by Truebridge Financial Marketing, Enhances BISYS' Relationship Management and Internet Banking Solutions