Engage SMS
Tap into More Impactful Customer Engagements
Elevate your communications with conversational SMS campaigns that connect you with customers in real time, build loyalty, and drive conversions.
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features
Move from conversation to conversion
Engage SMS allows you to remove the typical delays in your customer communications, keep conversations moving forward in real time, and provide truly personalized experiences.
Seamlessly communicate from your device or desktop
Fully embedded conversation history
Access every customer message from within the Total Expert platform or mobile app to make sure you never miss—or misplace—an important conversation.
Unique, local phone numbers
Don’t give your contacts a reason to mark you as SPAM or let your messages go unanswered. Keep the same local number for every conversation, even automated Journey messages.
Connect with customers whenever, wherever
Real-time impact
Create more meaningful interactions with real-time, two-way messaging that allows you to bring a human touch to the digital world.
Bulk messages
Segment your contacts and send bulk messages to past borrowers, current applicants, or real estate partners.
Enterprise-level compliance
Telephone Consumer Protection Act (TCPA)
The TCPA has strict rules about who you can contact, what times of day you can contact them, and what records you need to keep. Engage SMS has built-in guardrails to prevent your messages from violating the TCPA.
10-Digit Long Code (10DLC)
Total Expert will guide you through the process of registering your organization’s 10-digit phone number(s) with The Campaign Registry to whitelist them, ensure optimal deliverability, and provide contacts with a simple, highly visible option to opt out of messaging.
features
Always on, even after you log off
Deliver sales and marketing communications that resonate with contacts and existing customers no matter where they are or where their financial journey takes them.
Target Outbound Campaigns
Create robust campaigns that welcome new customers, target cross-sell opportunities, or persuade hard-to-convert prospects to improve engagement and drive revenue.
360-Degree Customer View
Pull together data from your entire tech stack to create complete customer profiles so you can initiate the next best discussion or present the more relevant product for each customer’s financial journey.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
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.
More than a conversation starter
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