Full Integration
Act on Customer Intent
Drive more top-line revenue by combining data insights with journeys that identify and adapt to customer intent—letting your team see when they’re interested in your products and empowering them to engage.
Combining customer intelligence with journeys makes all the difference
This is where the marketing magic happens. Unleash the full potential of marketing automation with customer journeys that leverage data insights and customer intelligence to react and adapt to their behaviors, preferences, and evolving financial needs.
Customer buying signals
Identify critical moments in every customer journey—like when a borrower lists their home or pulls their credit—to understand their immediate needs and future goals so your team can engage them quickly and with the most relevant information.
Adaptive customer journey
Get to market faster and increase your conversion rates with journeys that are created specifically for financial institutions and their customers. Our journeys combine pre-built content, compliance, and alert-specific workflows to keep your teams focused on the most immediate opportunities.
Take the load off your shoulders
Reduce administrative stress and busy work for your business. We’ve spent years working with our customers to add customer intelligence into our journeys and create a single solution that makes your customer-facing teams more productive, efficient, and effective.
See it in action
How We're Different
Software that’s actually of service
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.
Combining customer intelligence with journeys makes all the difference
Identify critical moments in every customer journey—like when a borrower lists their home or pulls their credit—to understand their immediate needs and future goals so your team can engage them quickly and with the most relevant information.
Get to market faster and increase your conversion rates with journeys that are created specifically for financial institutions and their customers. Our journeys combine pre-built content, compliance, and alert-specific workflows to keep your teams focused on the most immediate opportunities.
Reduce administrative stress and busy work for your business. We’ve spent years working with our customers to add customer intelligence into our journeys and create a single solution that makes your customer-facing teams more productive, efficient, and effective.
