The Total Experience Platform
The Foundation for Your Customer-for-Life Strategy
The Total Experience Platform is built to the exact specifications of banks, credit unions, and lenders. We combine marketing and CRM functionality with our proprietary intelligent automation engine, empowering you to manage the customer journey across the entire lifecycle.
Exceed Customer Expectations
Break down silos between your marketing and customer-facing teams. Better yet – ensure they are tightly integrated. With massive amounts of data to manage and growing consumer expectations about how they interact with your brand, you need a marketing technology platform that effectively supports your marketing and growth goals – and allows you to move fast and innovate.
The Total Experience Platform is the foundation of empowering financial services organizations to deliver their value proposition to the market. Power your marketing and customer-facing teams while ensuring you stay compliant with complex regulations and corporate brand standards.
What is it?
One Platform for Data, Marketing, Sales, & Compliance
Strengthen Customer Relationships
Consumers’ expectations have changed. They expect relevant, meaningful, and humanized experiences. The Total Experience Platform brings together marketing, sales, and compliance on a single platform through automation at scale, providing you the tools and confidence you need to deliver the right message at the right time to the right person on the right channel.
Reach Out at the Right Time
No more lost sales opportunities: Focused View puts your hottest leads front and center so you can reach out at the right time.
Improve Your Marketing
Journey Creator enables marketing teams to automate personalized and relevant marketing and communications, deliver value to customers, and establish your brand as a trusted financial partner. Streamline campaign creation using action-based triggers, time delays, and tasks that can all be automated in the Journey to build improved customer experiences.
Keep Pace with Evolving Needs
Replace manual workflows with customized, automated workflows to manage all marketing assets across the entire customer lifecycle all while keeping your financial brand on track. Empower customer-facing teams to expand their referral database with the ability to customize and deploy pre-approved marketing assets in minutes.
Who It’s For
Built Specifically for the Financial Services Industry
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Accelerate marketing and sales efforts within a single platform and create lifelong relationships