Target Outbound Campaigns
Any Message, Any Audience, Any Channel
Deliver impact at every touchpoint with highly customized and hyper-targeted marketing campaigns for lead generation, onboarding, cross-sell, and more.
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features
Quality over quantity
Sort, search, and select contacts based on various criteria to deliver timely, relevant communications based on their unique financial needs.
Build better campaigns
List segmentation
Make sure you’re engaging your audience with the messaging that’s timely and relevant to their needs and goals by adding inclusion/exclusion rules around entire campaigns or specific emails.
Send on behalf of customer-facing teams
Reduce administrative work and allow your loan officers and relationship managers to focus their time by sending automated campaigns on their behalf.
Review, analyze, adapt
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.
Dynamic reporting
Go deeper into campaign performance by pulling reports by audience demographics, engagement metrics, conversions, and more.
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.
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.
Expert Content
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.
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.
Personalization at Scale
Show your customers and prospects that they’re more than data in your system by turning activity and transaction insights into messaging that’s based on their financial needs and goals.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regualtory compliance.
Customer Intelligence
Supercharge your communications by layering data insights onto your customer profiles—allowing you to deliver the perfect customer journey, one engagement at a time.
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.
SALES PRODUCTIVITY
Manage your relationships, not your software
Boost sales productivity and efficiency with tools that give your teams more context and clarity around how and when to engage with customers.
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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.
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