360-Degree Customer View
Know Your Audience
Create a more complete customer profile by aggregating data, contact information, financial goals, and communication preferences into a single, seamless platform.
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features
All your data, all in one place
All your data, all in one place
Create holistic customer profiles
70+ industry-leading integrations
Take control of the data spread across your tech stack to form a single source of truth for your organization and your customers.
Customer Intelligence & data insights
Use behavioral data to better understand your audience’s needs and goals—and support them at every stage of their financial journey.
Capture your customers’ voice
Zero-, first-, and second-party data
Leverage customer intelligence to gather intent data and use predictive analytics to understand what your customers need and how to engage them with the next best product or service.
Segmentation and targeted communications
Increase the impact of every engagement by creating highly segmented lists and providing timely, relevant communications based on their financial situation.
Own every communication channel
Get ahead of competitors
Redefine what customers expect from their financial institutions by delivering personalized experiences and content that’s relevant to customer needs.
Create lists that engage
Use Focused View to segment your contact lists based on organizational goals and customer needs to avoid wasting your customers’ time with messaging that isn’t relevant.
features
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Prioritized Lead Lists
Quickly identify which customers and opportunities to engage.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
Engage SMS
Stay connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements.
Dynamic Journeys
Utilize intelligent Journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regualtory compliance.
Always-On Nurture Programs
Set up non-intrusive campaigns that help develop relationships with prospects by staying connected and in front of customers even if they don’t have an immediate need for your products.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
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Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
MARKETING AUTOMATION
Connect customers with the content they need, when they need it
Make every interaction impactful through customized, multichannel campaigns and personalized journeys that combine digital and human touchpoints—all tailored to that customer’s financial needs and goals.
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo