Birdeye + TOTAL EXPERT

Reputation Management Reimagined for Financial Services

Birdeye’s AI-powered, all-in-one platform helps financial services brands attract, convert, and delight customers with touchpoints throughout the customer journey.

Over 200,000 customers | Over 11,000 financial services customers | The most-integrated Google partner
How It works

Birdeye + Total Expert


Birdeye and Total Expert are solving the challenges financial institutionsface when modernizing their businesses to become digital-first andconsumer-centric while navigating fragmented point solutions and theinability to act upon real-time data.
  • Online Reputation Is Everything: The way consumers find local businesses has changed. Instead of asking friends and family for recommendations, they search online for the highest-rated, most reputable business near them.
  •  Consumers Want To Engage Digitally: Search engines like Google and LLM’s like ChatGPT are the new storefronts for local businesses and conversations have moved away from phone, voice mail, and email to text, social media messaging, and webchat. Consumers expect brands to be available 24/7 across all digital channels.
  • Experiences Drive Growth: Today, consumers choose businesses based on experiences, not ads. To grow, businesses must deliver exceptional experiences throughout the customer journey. This requires capturing customer feedback that’s data-driven and actionable.
Powered by AI and automated with Total Expert, Birdeye customers can put growth on autopilot.
  • Generate survey and review requests directly from the Total Expert platform based on triggers best suited for your use case.
  • Birdeye will write-back consumer survey data, review responses, and Birdeye’s proprietary consumer experience scores directly into the Total Expert platform.
  • Access the most comprehensive all-in-one platform to help you create a unified consumer experience and eliminate multiple point solutions.
Financial services companies are working hard to improve their online reputation, but struggle to overcome the complexity and inefficiencies that come from using multiple applications to manage and optimize their marketing and customer experience operations. Relying on fragmentedpoint solutions makes it difficult to identify the most timely, relevant consumer insights and take effective action in real-time.

Together with Total Expert, Birdeye is solving that challenge with an all-in-one reputation andconsumer experience platform.

Birdeye helped Waterstone Mortgage achieve:
  • 380% increase in online reviews after one year
  • 39% survey response rate
Birdeye Customer reviews

Top-rated software on G2 for:

  • Online reputation management
  • Customer experience management
  • Customer experience advocacy
  • Local listings management
  • Social media suite
Birdeye + Total Expert

Resources

Browse additional resources related to the Expert Partner Network integration between Birdeye and Total Expert.
Optimizing Customer Satisfaction: Rate’s Path to a 4.9-Star Experience with Birdeye & Total Expert
To efficiently manage customer feedback at scale, Rate leverages the integration between Birdeye and Total Expert. This automation enables Rate to generate automated survey and review requests directly from the Total Expert platform based on key triggers, significantly reducing manual effort and ensuring seamless engagement with customers.
Drive Growth and Dominate Your Market with Reputation and Customer Experience Insights
This on-demand webinar explores proven strategies for transforming customer feedback into business growth. We dig into the customer journey and how to leverage AI and automation (powered by Birdeye and Total Expert) as part of your growth strategy. You’ll also learn how Rate, the nation’s second-largest mortgage lender, has used automated surveys and review requests to produce actionable data that’s helping them thrive.

Don't take our word for it

Hear from a real user as they share their experience.
“Customer experience is paramount for all our employees. These surveys help us tweak our strategic plan. Without Birdeye, there was no way to act on feedback. We are largely referral-based, and satisfied customers refer and come back to us when they need to refinance or buy a new home. Everyone wins when you provide great service, so having Birdeye there to gauge our CX is essential. I wish we would have done it sooner.”

Waterstone Mortgage

4.5 stars
132+ reviews

Learn more about the Birdeye  & Total Expert integration

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