Online Financial Answer Center from Truebridge is revised.
A redesign of the Financial Answer Center has been introduced by Truebridge Financial Marketing, Boston.
The center is a key ingredient in the company's Cross Sell Advantage system, which is designed to deliver financial education to bank customers while, at the same time, increasing cross-sales.
The new design includes the following:
* A new feature called "Info-Centers" has been added. The new home page of the Financial Answer Center showcases these Info-Centers, which cover a wide range of topics such as Paying for College, Investing for Retirement, Buying a Home and Cash and Debt Management.
Behind each Info-Center is a customized home page that provides the customers with access to all areas of the Financial Answer Center related to the Info-Center topic. This includes direct links to pages of content, Quick Guides, Real-Life audio stories and quick access to contact a professional who can help them at their institution. Truebridge also has the capabilities of integrating existing online tools such as calculators and applications into the Info-Centers where appropriate.
* An opt-in e-newsletter feature has been added. A new option has been built for the Quick Guide request form that gives visitors the option to opt-in to an E-Newsletter if the institution has one in place. A report is available to extract the visitors who have selected the box...
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