How Cybersecurity Education

Provides Protection Plus a

Gateway to Sales

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• 14 year old Financial Marketing Company

• Principals have spent a majority of their careers in the financial services and marketing industries

• Work with financial institutions of all sizes in helping them generate more sales through more channels

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Today’s Situation

• Technology is causing more customer remoteness, moving brand attributes away from people to transactions

• 34% haven’t been in a branch in 6 months (bankrate.com)

• Millennials see branch as irrelevant

with 92% preferring to do their

banking online (TD Bank Study)

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The Challenge?

• Building a brand image beyond transactions - as a place to go for more financial needs

• Leverage branch and digital channels to engage customers in more meaningful ways

• Turn those engagements into selling opportunities

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The Challenge?

• Building a brand image beyond transactions - as a place to go for more financial needs

• Leverage branch and digital channels to engage customers in more meaningful ways

• Turn those engagements into selling opportunities

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Engagement With Content

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• Creating and distributing relevant and valuablecontent to engage customers.

• Moving that engagement into more life events to start dialogues and provide solutions.

Universal Content Need- Security

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- Victims of ransom demands for decryption lost $30 million to hacks in 100 days.

- ID theft cost Americans 24.6 billion dollars in 2012

- 500 million computers worldwide become infected and are coordinated into botnets per year.

- Bureau of Justice Statistics cites major data breaches at JPMorgan, Home Depot, Kmart, Target, Sony.

- President Obama in recent remarks: "[Cybercriminals] are doing as much damage — if not more, these days — as folks who are involved in more conventional crime."

Universal Content Need- Security

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- “Ransomware,” a type of malware that encrypts files on a user’s machine and demands ransom for decryption, targets more than 230 file types, up 200 percent from 70 file types in 2013.

- According to the Privacy Rights Clearinghouse, more than 534 million personal records, including Social Security and financial account numbers, have been compromised since 2005. In 2014, 273 breaches were reported, with 22 million personal records compromised.

- Global credit card fraud losses were $11.3 B in 2012. The U.S. accounted for 47% of that amount. Card issuers lost $3.4 B. Merchants lost $1.9 B.

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Make an Emotional Connection

• Save money (Satisfaction)• Avoid mistakes (Fear)

• Protect those who count on you (Confidence , Lack of Guilt)

Focus on the emotional benefits of the help you can provide

• Featuring life events when people are looking for answers and 43% more likely to buy.

• Helps them uncover needs that may not be apparent.

• Delivered in a way that connects them with the person who can help with those needs.

Drawn into Interactive Delivery Platform

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Examples of Delivery Platform

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Financial Answer Center

Business Answer Center

Leveraging What you Have in Place

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Compelling

Message

Delivered through

traditional and digital

channels

To initiate dialogues

with the person that

can help with

Leverage existing branch and online channels to build awareness promote usage of a new value added service.

Engagement in the Branch

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Onboarding

Account Servicing

Frontline employees introduce the content as a value added service and offer guides relevant to their life events as a part of their everyday service-focused routine. The request for a guide is an automatic lead.

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Selling Confidence

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Automated Fulfillment

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Engagement Through Website

Engagement Through Email

Feature your content in emails to your members!

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Twitter Solution Facebook Solution

Edu PostsEdu Tweets

Engagement Through Social Media

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Promoted for relevance and value to get followers (e.g.. Tuesday’s Tips)

Engagement Through Mobile

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EZ Viewer

All content and features of the Financial Answer Center are formatted for easy access through mobile devices

Worksite Engagement

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Financial education is one of the most rapidly growing employee benefits. Your business customers can provide it to their employees with a simple link.

Link to Financial Answer Center as an employee benefit draws employees of business customers to you for financial education and people that can help

The Financial Focus

• If 1 in 3 appointments buy with an average net present value per sale of $2000 (deposit, loan, mortgage, investment, insurance, etc.) the value of 1 sales appointment is $660

• Target of over $100,00 new revenue/branch/yr. A single appointment from a branch in a month returns over 6 times the cost.

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Make your own assumptions using a Revenue Opportunity Calculator at

www.Truebridge.com

Truebridge Content Marketing System

• Affordable monthly subscription includes:

• Full turnkey Content Marketing System

• Customized to match your look and feel

• Integrated employee pictures and contact information

• Professionally maintained by a top national accounting firm

• Individual customer service to ensure active usage and shared “best practices”

• Hosted through top-ranked secure facility

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In Closing…Boost Channel Performance

Beyond Transactions

• People are looking for help.

• They make decisions emotionally.

• Content, properly delivered, can establish that emotional engagement.

• Putting you in place for the product solution ahead of the competition.

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So, What’s the Next Step?

• Schedule a 1 on 1 demo- learn more at www.truebridge.com

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