It Starts at Acquisition
Contacts make decisions by relying on their first impressions—which extend throughout the entire customer experience with your brand.
How are you interacting with contacts at first touch? It requires a focus on knowing where they need the most support in their financial journeys and meeting their expectations for how to communicate and give them the information they need.
Build Customer Relationships
Taking a lead from a contact to a customer requires an understanding of where they are in their financial journeys and how your brand can support them where they are.
It requires personalization. Gone are the days where brands can hit send on an email to hit their entire database; instead, customers expect communication that resonate with their specific needs.
It Doesn’t Stop There
Congrats—you’ve successfully transitioned a contact to a customer! It doesn’t mean the work stops there.
In fact, now is the opportunity stand out and build a better experience. Whether it’s communicating how to use a service or product or offering insight into what it means to be your customer, onboarding new customers offers an opportunity to stand out from the rest.
An Opportunity to Expand Relationships
To optimize the customer experience, customers need to know how you can support them where they are in their financial journeys.
It’s more than lifetime value. Sure, understanding the lifetime value of a customer is important—but it’s more important to stand out as an advisor by giving customers the right resources at the right time.
Focus on How to Re-Engage Throughout
Not every relationship goes as planned. Sometimes leads need a better understanding of the why behind your brand—and why that matters to them.
See how you can help. Recapturing leads requires multichannel communications driving action—but first, you need to understand why they’ve fallen out of the marketing funnel.
Build Lifelong Customers
Happy customers equal loyal customers. And, it doesn’t to be a journey in itself to get there – especially when you have the tools to personalize at scale.
Retention transforms your business. We know retention in matters—in fact, we drive 2x growth in customer retention compared to other tools.
Engage at the Right Time with the Right Message
“Total Expert allows us to bring all our customer data and insights into a single platform. This ultimately allows us to deliver the right message/content at the right time and allow our advisors to have more engaging conversations to surface new opportunities.
Senior Executive, Finance of America Mortgage