CONSENT
Permission to Communicate Powerfully
Consent awareness is built into the core of Customer IQ, not bolted on after the fact. Before any automated or AI-initiated engagements reach your contacts, the Total Expert platform checks the contact's consent record to ensure that you have permission and that right contacts receive the right outreach every time.
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features
Bring more confidence to every conversation
Turn insights into action
Aggregate consent from everywhere you capture it
Connect your POS and LOS
Pull consent data into Total Expert from external sources like Blend and nCino, which capture consent during the application process to ensure compliant outreach at each stage of your nurturing campaign.
Import consent in bulk
No API integration? Use the bulk importer to load consent records from spreadsheets, legacy systems, or lead vendor lists and keep your database primed to engage.
Revoke consent instantly
When a customer opts out of receiving AI-initiated communications, the Total Expert platform acts immediately to update their contact record in real time and prevent any further AI-initiated engagements with that individual.
Enforce consent before every engagement
Journey-level consent checks
Every AI-initiated engagement is validated against the contact's consent record before an engagement action within Journeys can take place. If consent isn't present or valid, the action stops. No exceptions and no human reviews required.
Automated quiet hours enforcement
Outreach is automatically restricted to compliant sending windows based on the contact's local time zone. Calls, texts, and AI-initiated conversations won't trigger outside of permitted hours.
State-level AI disclosure compliance
Customer IQ automatically applies state-level AI disclosure requirements, so your teams won't have to keep track of every jurisdiction on their own.
Track every consent record, start to finish
Consent audit trails
Every time consent is granted, revoked, or re-granted, it’s logged with a timestamp, source, consent language, and IP address. Nothing gets overwritten, so your team always has a complete record to stand behind.
Contact-level status
See the current consent status directly in the contact record to quickly confirm who you can engage, which communication channels they allow, and how their consent was confirmed.
Expandable multi-channel coverage
The ability to capture and store consent for phone, email, SMS, and AI-enabled conversation comes built into the Total Expert platform on day one. When additional AI-enabled engagement capabilities become available, we’ll provide the same level of compliance and consent-aware data to help you communicate with confidence.
LIFE EVENTS
Life happens. Help your customers plan for it.
Be ready to act the moment your customers signal intent to make their next financial decision by monitoring your database for key behaviors and leveraging activity alerts that automatically surface opportunities to your customer-facing teams. Combined with our profile enrichment capabilities, you can deliver truly personalized communications to every customer that guide them through every milestone on their financial journey.
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.
See Total Expert
in action
Create sustainable growth and increase loyalty with a Customer Operating System that’s purpose-built for financial institutions.
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