Customer IQ
Turn Customer Data into Closed Deals
Customer IQ is the intelligence engine that powers Total Expert by combining real-time activity alerts, behavioral insights, and consent-aware data to create dynamic contact records and ensure compliant, contextual engagement across every customer milestone.
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CUSTOMER IQ + SALES ASSISTANT
Intelligence in action
features
Data is useful. Knowing how to wield it is powerful.
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Profile Enrichment
Data is useful.
Knowing how to wield it is powerful.
Knowing how to wield it is powerful.
Create robust customer profiles that support personalized, authentic communications by combining your existing data with aggregated, publicly available third-party data.
Continuous data aggregation
Automatically pull in the latest available data to save time and help you identify customers with a financial need.
Holistic contact records
Build more robust profiles for every customer so you can engage them in authentic conversations based on their unique financial goals.
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Insights + Alerts
Don't leave your data in the dark
Engage customers at the moments that matter with real-time data monitoring and automated alerts for events that drive financial decisions.
Life event insights
Know the moment your customers experience a major life milestone so you can connect in the moments that matter.
Activity alerts
Get automated alerts for credit inquiries, rate qualifiactions, equity thresholds, and property listings.
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Contact Segmentation
The right audience, the right message.
Right now.
Right now.
Define your target audiences, surface high-quality opportunities, and deliver truly personalized Journeys for every consumer.
Functional filtering
Quickly sort, serach, and select contacts based on their financial activity and relevant data.
Better ROI
*https://www.gartner.com/en/marketing/insights/articles/tap-into-the-marketing-power-of-sms
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Dynamic Journeys
Deliver the perfect customer journey
Create seamless customer experiences across every channel with a mix of automated digital engagements and human outreach.
Personalization at scale
Pull contact-level data into every communication to deliver truly personalized experiences.
No missed opportunities
Automated, always-on campaigns ensure that no contact slips through the cracks.
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MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
INDUSTRIES WE SERVE
Purpose-built for modern financial institutions
Total Expert isn’t just a one-size-fits-all CRM. It’s an intelligent automation and engagement platform designed to help lenders, banks, and credit unions deepen relationships and drive growth in any market.
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Mortgage Lending
See how Total Expert helps lenders and loan officers identify opportunities, boost engagement, and win customers for life.
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Banking
Learn how Total Expert helps banks stay connected with customers and support them across every financial milestone.
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Credit Unions
See how Total Expert empowers credit unions to serve and support their members throughout their financial journeys.
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Insurance
Learn how Total Expert enables insurers to create trusting relationships that grow along with customers' insurance needs.
Explore Insurance
See Total Expert
in action
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.