MARKETING AUTOMATION
Make an Impact with Every Interaction
Engage your customers and prospects with personalized communications that cultivate lifelong relationships one interaction at a time.
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CREATE BETTER OUTCOMES
Proven results for lenders, banks, and credit unions
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features
Always on, even after you log off
Target Outbound Campaigns
Hit the bullseye with every communication
Create robust campaigns that welcome new customers, target cross-sell opportunities, or persuade hard-to-convert prospects to improve engagement and drive revenue.
Smarter campaigns
Control every aspect of your campaigns to deliver timely, relevant communications precisely when your customers need them.
Driven by data
Real-time dashboards and dynamic reporting allow you to monitor and adjust campaigns on the fly for maximum impact.
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Journey Orchestration
Deliver the perfect customer journey
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.
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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Expert Content
Get your message to market faster
Leverage pre-built content from industry leaders or modify it to fit your needs, drive customer engagement, deepen relationships, and build trust—all from day one.
Scalabale content
Build a content library that helps provide timely, relevant communications to every customer.
Co-marketing templates
Quickly create and share branded co-marketing collateral to increase referrals.
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Always-On Nurture Programs
Engage customers on their schedule
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.
Hands off, always on
Campaigns run in the background to keep contacts engaged until they're ready to move forward.
Omnichannel coverage
You decide when and where your campaigns will run and which audiences they'll target.
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Personalization
Bring a human touch to the digital world
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.
Understand customer needs
Aggregate data to build robust contacts records that fuel more meaningful conversations.
Deliver seamless experiences
Deliver the right message to the right customer on the right channel—every time.
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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
Deliver the right mix of human and digital touch points and optimize every phase of the customer journey.
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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.
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See Total Expert
in action
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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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