Reporting & Dashboards
Tap into Your Data to Make Smarter Decisions
Reach your organizational goals faster with in-depth performance insights and reporting tools that reveal what works, where you have gaps, and how you can boost ROI.
Uncover the data that matters
Pre-built dashboards
View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.
Prioritize leads and customers
Empower your customer-facing teams with insight into lead conversions and key partner relationships so they can focus time where it matters most.
Keep leadership in the loop
Update internal stakeholders with key insights on business performance to help prove revenue impact and drive better business outcomes.
Analyze, assess, act
Data-driven strategies
Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.
Dynamic campaign reporting
Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.
Contact-level data
View data for each individual contact to give your customer-facing teams the insight they need to provide a consistent, personalized experience.
360-degree customer view
55+ industry-leading integrations
Take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.
Customer intelligence & data insights
Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.
Personalized communication strategies
Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.
See it in action
How We're Different
Data points the way
360-degree customer view
Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.
TrueIntent insights
Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.
Segmentation
Segment your contact lists to deliver tailored messaging in every campaign.
Prioritized lead & contact lists
Engage critical contacts at the right time without hunting through your database.
Always-on nurture
Develop relationships with customers even if they don’t have a need for your products today.
Multichannel campaigns
Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.
Digital content & social media
Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.
Co-marketing campaigns
Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.
Reporting & dashboards
Track campaign performance, analyze what works, and identify gaps to boost ROI.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
Pre-built dashboards
View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.
Prioritize leads and customers
Empower your customer-facing teams with insight into lead conversions and key partner relationships so they can focus time where it matters most.
Keep leadership in the loop
Update internal stakeholders with key insights on business performance to help prove revenue impact and drive better business outcomes.
Data-driven strategies
Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.
Dynamic campaign reporting
Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.
Contact-level data
View data for each individual contact to give your customer-facing teams the insight they need to provide a consistent, personalized experience.
55+ industry-leading integrations
Take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.
Customer intelligence & data insights
Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.
Personalized communication strategies
Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.
Uncover the data that matters
Analyze, assess, act
360-degree customer view
Pre-built dashboards
View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.
Prioritize leads and customers
Empower your customer-facing teams with insight into lead conversions and key partner relationships so they can focus time where it matters most.
Keep leadership in the loop
Update internal stakeholders with key insights on business performance to help prove revenue impact and drive better business outcomes.
Data-driven strategies
Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.
Dynamic campaign reporting
Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.
Contact-level data
View data for each individual contact to give your customer-facing teams the insight they need to provide a consistent, personalized experience.
55+ industry-leading integrations
Take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.
Customer intelligence & data insights
Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.
Personalized communication strategies
Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.
