Segmentation + Journeys
Divide and Contact. Personalize Your Customer Experience at Every Financial Milestone.
Create highly targeted contact lists in your database to deliver the most impactful message every time you engage with them. Our dynamic Journeys combine digital communications and human outreach to help you guide each customer at every financial milestone and maximize your lifetime customer value.
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features
Turn insights into action
Turn insights into action
Customer Intelligence + Journeys
Unleash the full potential of marketing automation with dynamic Journeys that leverage data insights from across your tech stack that allow you to deliver truly personalized communications. Now, you’ll never have to wonder if you’re presenting the most relevant products or messages to your audience segments.
Create more personalized communications
Create more personalized communications
Total Expert Customer Intelligence aggregates data from across your tech stack to help you separate contacts based on almost any criteria: demographics, recent activity, transaction history, financial thresholds, and more.
You can further segment each list by adding inclusion or exclusion rules for entire campaigns or specific emails to ensure that each customer only receives the messages, product offers, or touchpoints that are most relevant to their financial goals.
You can further segment each list by adding inclusion or exclusion rules for entire campaigns or specific emails to ensure that each customer only receives the messages, product offers, or touchpoints that are most relevant to their financial goals.
Purpose-built Journeys are a game-changer
Increase customer engagement and conversion rates with a seamless mix of digital communications and human outreach that keep customers engaged with product information and educational resources that support their financial goals until it’s time for your team to reach out directly.
Deliver the next best message, product, or touchpoint with customized Journeys that adapt to each customer’s behaviors and preferences—all with a drag-and-drop editor that anyone can use.
Deliver the next best message, product, or touchpoint with customized Journeys that adapt to each customer’s behaviors and preferences—all with a drag-and-drop editor that anyone can use.
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.
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.
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