JourneyS
Dynamic Journeys for Every Financial Destination
Deliver the next best message, product, or touchpoint with automated Journeys that draw on Customer IQ—to adapt to each customer's behavior, signals, and preferences—and sync with Lead Management to provide greater pipeline visibility and prevent opportunities from slipping through the cracks.
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features
Send the right message when it matters most
Journeys adapt and respond based on the latest insights surfaced by Customer IQ, so every touchpoint, even AI-initiated ones, helps guide customers through each financial milestone.
Put your data to work
Connect when it matters
Trigger the right outreach the moment a customer signals a need—not just when you think they're ready—using behavioral data, life event signals, and activity alerts through Customer IQ.
Multichannel consistency
Deliver a seamless experience across email, SMS, voice, print, and human touchpoints—all coordinated within a single Journey.
Reporting and workflows
See how every Journey performs with detailed reporting and analytics, and keep teams aligned with built-in approvals and oversight.
Align sales and marketing
Develop deeper relationships
Send personalized communications and set up conditional alerts that prompt customer-facing teams to connect one-to-one with high-priority contacts.
Always-on campaigns
Prevent customers from slipping through the cracks with automated engagements that nurture relationships, provide ongoing education, and keep opportunities moving forward.
Maximize customer lifetime value
Drive higher retention and build customer loyalty with every interaction by adapting engagements and content to each customer’s behaviors and direct feedback.
Deliver personalized experiences
Visualize each customer’s Journey
Build and edit Journeys on the fly in an intuitive, drag-and-drop interface. No coding needed, and no starting from scratch.
Balance digital and human touchpoints
Use performance and data insights to trigger the next best engagement—whether it’s automated or initiated by a team member—right from the Journey editor.
Pre-built Journeys
Save time for your teams by taking advantage of pre-built Journeys based on industry best practices, or tailor them to fit each customer's needs and goals.
marketing center
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.
Campaigns
Create robust campaigns that welcome new customers, target cross-sell opportunities, or persuade hard-to-convert prospects to improve engagement and drive revenue.
Content Library
Leverage expert content from industry leaders or modify it to fit your needs, drive customer engagement, deepen relationships, and build trust—all from day one.
Customer IQ
Supercharge your communications by infusing contextual data into your contact profiles, then using it to automatically surface opportunities and deliver personalized messaging.
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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