Truebridge
Truebridge is an educational software-as-a-service client engagement platform for financial institutions
Overview
Truebridge is an educational software-as-a-service client engagement platform for financial institutions. Put simply, it is about building software for you when nothing off the shelf fits.
The natural audience is companies with a specific process to automate. Alongside the main category they mention Education. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.
Truebridge is based in Plymouth, Massachusetts and around since 2002. Their site is truebridge.com.
Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.
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