Campaigns
The Right Audience Is Always within Reach
Launch hyper-targeted campaigns that help maximize your impact when time-sensitive opportunites like rate drops or seasonal loan specials emerge—always personalized to individual borrowers and always compliant.
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features
Quality over quantity
Build precise audience segments from the contextual data and deep insights provided by Customer IQ. Target contacts by rate eligibility, home equity, life events, and buying intent, so every message lands when it’s most relevant to each customer’s needs.
Campaigns that feel personal at any scale
Set it and don’t forget it
Set the audience, cadence, and content for a campaign once, then let our intelligent automation handle the rest. Each campaign gets a robust dashboard and reporting capabilities to show you what’s working and help refine campaigns for long-term success.
Turn engagement into workable opportunities
When contacts engage with a campaign and signal intent, that opportunity automatically flows into Lead Management and gets routed to the right originator for faster, seamless follow-ups that pick up the conversation right where the campaign left off.
Measure, learn, improve, repeat
Real-time dashboards
Know exactly how your campaigns are performing from the moment you hit “send” with a single dashboard that tracks all active campaigns.
Reporting that goes deeper
Break down campaign performance by audience, engagement, and conversion. Every open, click, and reply tracks back to the individual contact records to provide better insights and more context for the next engagement.
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.
Journey Orchestration
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.
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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