Life Smart Connect Marketing Brochure3 V2cly 2 Hk (1)
-
Upload
cleoroberts -
Category
Documents
-
view
157 -
download
0
Transcript of Life Smart Connect Marketing Brochure3 V2cly 2 Hk (1)
Smart Life Connect Life Event Marketing System A new customer experience that draws them to you for more of their financial needs, building more loyal and more profitable customers.
Life Events Drive Sales
• That is when people search for information and guidance • That is when people buy financial products*
Smart Life Connect is a unique approach to maximizing your marketing potential by delivering only
relevant messages to your clients based on the various life events they are experiencing. Whether changing jobs, getting married, buying a home, retiring, or caring for an elderly parent, providing the right information at the right time will distinguish your organization as a valued resource, resulting in more appointments and sales.
Smart Life Connect is an interactive system that provides customers with a continuing flow of helpful
information on topics relevant to their life. Each message links to compliant and easy-to-read online content that showcases the exact person at the financial institution that can help. It is used by both customers and branch employees to start dialogues and set up sales appointments.
Quick set up and economical subscription-based pricing means the Smart Life Connect marketing
system can provide a fast payback and high ROI.
How it works at a glance
Step 1 Step 2 Step 3 Deliver relevant content
Through existing communication channels • Branch • Website • Email • Social Media • Mobile
To initiate dialogues with the person who can help with • Investments • Insurance • Trust • Small Business • Mortgage • Deposits • Loans
View 5 minute online demo at truebridge.com/product For questions or to schedule a full online demo, contact us at [email protected] or 617-956-5020 * Forrester Research Report “Life Events Drive Financial Product Purchases”