360 Customer View
Know Your Audience
Create a more complete customer profile by aggregating data, contact information, financial goals, and communication preferences into a single, seamless platform.
HOW WE’RE DIFFERENT
Go beyond data to understand
customer intent
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.
Purpose-built CRM
Leverage a powerful platform that’s designed specifically for financial institutions—so you can see everything you need to know about contacts and nothing you don’t.
Dynamic dashboards
See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.
One-click communication
Trigger multichannel messaging, create follow-up reminders, and track tasks without switching apps or juggling tabs.
Stop playing cold call roulette
Use Focused View to prioritize the leads that are most likely to convert, resulting in a proven 10% lift in applications.
Tailor your dashboard based on organizational priorities
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
More impactful interactions
Give your sales team access to each contact’s communication history so they can provide a consistent, personalized experience.
Stop playing cold call roulette
Use Focused View to prioritize the leads that are most likely to convert, resulting in a proven 10% lift in applications.
Tailor your dashboard based on organizational priorities
Categorize and prioritize leads with inclusion and exclusion rules to ensure customer-facing teams always engage the highest value opportunities.
More impactful interactions
Give your sales team access to each contact’s communication history so they can provide a consistent, personalized experience.
Create holistic customer profiles
Capture your customers’ voice
Own every communication channel
50+ industry-leading integrations
Take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers. Purpose-built for financial services, Total Expert already connects with leading banks and lending vendors.
Customer intelligence & data insights
Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.
Personalized communication strategies
Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.
TrueIntent data
Leverage customer intelligence to gather intent data and use predictive analytics to understand what your customers need and how to engage them with the next best product or service.
Segmentation and targeted communications
Increase the impact of every engagement by creating highly segmented lists and providing timely, relevant communications based on their financial situation.
Gather feedback
Allow your customers to tell you what works and what doesn’t so you can refine your long-term strategies and invest in the sales and marketing tactics that resonate with your contacts.
Get ahead of competitors
Redefine what customers expect from their financial institutions by delivering personalized experiences and content that’s relevant to customer needs.
Create lists that engage
Segment your contact lists based on organizational goals and customer needs to avoid wasting your customers’ time with messaging that isn’t relevant.
Deliver value in every communication
Turn data insights into authentic customer experiences through personalized content and multi-channel distribution.
Knowledge & Insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
