Lead Management
Better Conversations, More Conversions, Less Chaos
Boost your sales productivity and efficiency, and grow your business, with a single, purpose-built platform to manage, engage, and nurture every contact from awareness to lifelong customer.
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features
Capture, qualify, route, and nurture
Keep track of every lead that comes through the door, even as they progress through the loan process at different speeds, with personalized dashboards and automated follow-up reminders.
A single view for every lead
A single view for every lead
Purpose-built customer engagement platform
Leverage a powerful platform that’s designed specifically for financial institutions—so you can see everything you need to know about contacts and nothing you don’t.
Dynamic dashboards
See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.
One-click communication
Trigger multichannel messaging, create follow-up reminders, and track tasks without switching apps or juggling tabs.
Prioritize high-touch engagements
Stop playing cold call roulette
Use Focused View to prioritize the leads that are most likely to convert, resulting in a proven 10% lift in applications.
Tailor your dashboard
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
More impactful interactions
Give your sales team access to each contact’s communication history so they can provide a consistent, personalized experience.
Drive better business outcomes
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
Segment your contact lists based on organizational goals and customer needs to avoid wasting your customers’ time with messaging that isn’t relevant.
Deliver value in every communication
Turn data insights into authentic customer experiences through personalized content and multi-channel distribution.
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.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
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.
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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See Total Expert
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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