For TFCU’s marketing supervisor, Cole Condie, the transition to Total Expert has been a game-changer. With their previous email software platform, Cole and his team encountered operational inefficiencies characterized by cumbersome workflows, limited automation capabilities, and suboptimal customer support.
Having to spend so much of their time and resources managing their CRM was preventing TFCU from effectively engaging with their members. “That system was just difficult to navigate,” Cole explained. “Plus, we had to manually upload new member data daily, and their support process was inconsistent and slow.”
“Total Expert has been truly transformative. It’s not just a tool—their entire company is a partner in helping us grow and connect with our members.”
Cole Condie,
Marketing Supervisor, TFCU
The Solution
Since implementing Total Expert, TFCU has seen their productivity and member engagement skyrocket. “Automation has been a huge win for us. I no longer need to manually upload data, and email campaigns that once took weeks to build can now be done in minutes with Journeys,” Cole said.
Total Expert’s drag-and-drop functionality and prebuilt Journey templates have streamlined TFCU’s email marketing, saving valuable time and resources. “It’s incredibly user-friendly. My colleague Kevin, who’s new to marketing, mastered it within a week,” Cole shared.
TFCU has also seen a boost in their overall email performance. Their open rates now consistently exceed the financial industry’s 25-26% benchmark and click-through rates have improved thanks to the platform’s visually engaging templates. Cole noted, “The emails we create with Total Expert look more professional and polished. And the ability to pull member data into Journeys allows us to personalize each message around their needs, so they don’t feel like just another transaction.”
Beyond the tools, TFCU is thrilled with the dedicated support from Total Expert’s team. “The implementation process was seamless. Their team went above and beyond to ensure our success,” Cole said. “Even now that we’re up and running, they’re always still available to answer questions and offer solutions.”
For TFCU, Total Expert aligns perfectly with their member-centric philosophy. By improving efficiency and enhancing their marketing efforts, the platform enables TFCU to better serve its members and focus on its mission of community support. “Total Expert has been truly transformative,” Cole concluded. “It’s not just a tool—their entire company is a partner in helping us grow and connect with our members.”
