At Total Expert, our DNA is in financial services. We understand the challenging business environment and the regulatory and compliance pressures. And that focus has enabled us to build the only compliance-driven marketing operating system specifically for the financial industry. We focus on positioning financial institutions to effectively market their services while also managing their brand and staying compliant with complex regulations.
As our team has traveled the country talking to marketing, sales and compliance leaders at financial institutions, we are seeing three trends every lender, bank and financial institution should have on their radar and be planning for: the rise of the personal brand, creating customers for life and marketing operating systems.
Growing Expectations of Marketing
The expectations of marketing are growing. According to a study released by The Economist, more than one-third of marketers polled said they were responsible for managing the customer experience and 75 percent predicted they would be over the next three to five years.* Marketing is so much more than just sales support. It’s not reasonable to expect the marketing organization to continue to operate with the same tools when the expectations of the organization are evolving and growing.
A Marketing Operating System (MOS) is a robust tool that manages lead generation, lead scoring and all marketing activity in a single platform. In addition, specifically for financial organizations, it is critical to have a MOS with built-in compliance tracking features and the ability to co-market with partners.
Eight of the top 15 (and growing!) mortgage lenders in the country put their confidence in Total Expert, including U.S. Bank, Movement Mortgage, Guaranteed Rate and American Pacific Mortgage. Many of our existing clients in the mortgage lending space also have a retail banking arm and plan to bring Total Expert to that division as well. We are proud to have been voted in the top four “Best in Show” demos at the Retail Banking Conference on April 9-11, in Colorado Springs.
*“The Rise of the Marketer: Driving Engagement, Experience and Revenue.” Economist Intelligence Unit, February 2015.