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John Brenkovich Investment Program Manager United Nations Federal Credit Union "Member education based marketing makes a difference" |
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John Brenkovich is an investment program manager with UNFCU Investment Centre in the heart of New York City. He was recently named the 4th highest producing program manager by Bank Investment Consultant Magazine. He attributes much of his success to his credit union's ability to generate referrals using a proactive member-education approach.
Read Full Testimonial: http://truebridge.com/testimonials/brenkovich |
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Casey Roberts Director of Retail Investments at Sovereign Bank "Education based marketing is a win win - better regulatory compliance and more sales" |
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“Our industry faces an environment of increasing regulatory scrutiny, especially when it comes to sales process,” says Casey Roberts, Senior Vice President and Director of Retail Investments at Sovereign Bank. “We all need to put tremendous focus on regulatory compliance,” says Roberts. “Regulators want to ensure suitability, and they endorse customer education as a way of getting there. We want to be the ones to provide that education under our name, not send our customers to someone else’s website.” Sovereign uses an education based marketing system from Truebridge that enables them to provide their customers with simple and easy-to-understand answers on literally hundreds of financial topics right from the Sovereign website.
Read Full Testimonial: http://truebridge.com/testimonials/casey |
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Richard D. Shupick Program Sales Manager Essex National Securities at Flagstar Bank "Customer Education Based Marketing - Empowers Frontline Staff - Drives Referrals" |
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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. From the Flagstar website, customers and employees can directly access an online Financial Answer Center that provides educational information on hundreds of topics.
Read Full Testimonial: http://truebridge.com/news/customer_education_based_marketing |
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Jerry Lavoie Executive Vice President Dedham Institution For Savings "Truebridge gets it done on the website within minutes" |
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Jerry talks about the how pleased he has been with how quickly and easily changes are made by Truebridge. "Truebridge gets it done on the website within minutes."
Watch Video Testimonial: http://truebridge.com/testimonials/jerry |
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Matt Varchetto, MB Financial
Marketing Manager
"Our employees use it to create more customer dialogues and to make more referrals"
