Marketing Automation

Make an Impact with Every Interaction

Engage your customers and prospects with personalized communications that cultivate lifelong relationships one interaction at a time.

How it works

Always on, even after you log off

Deliver sales and marketing communications that resonate with contacts and existing customers no matter where they are or where their financial journey takes them.

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Send personalized messaging that supports each customer’s financial needs straight to their inbox. 

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Stand out in even the most crowded feeds with tools to create daily posts and ongoing campaigns. 

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More immediate and more personalized interactions are right at your fingertips. 

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Create powerful, professional collateral that engages consumers even when your team can’t. 

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Reach a wider audience with memorable, engaging content that won’t get lost in the digital sea.  


Hit the bullseye with every communication

Create robust campaigns that welcome new customers, target cross-sell opportunities, or persuade hard-to-convert prospects to improve engagement and drive revenue. 

Journey Orchestration

Create the perfect journey for every customer

Utilize intelligent journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.

Expert Content

Get your message to market faster

Leverage expert content from industry leaders or modify it to fit your needs, drive customer engagement, deepen relationships, and build trust—all from day one.

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Always-on nurture programs

Engage customers on their schedule

Set up non-intrusive campaigns that help develop relationships with prospects by staying connected and in front of customers even if they don’t have an immediate need for your products.


Bring a human touch to the digital world

Show your customers and prospects that they’re more than data in your system by turning activity and transaction insights into messaging that’s based on their financial needs and goals.

See it in action


We’re here to support your people and your goals

Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.

Dedicated support

Get the help you need from our support and customer success teams.

Professional services

Make the most of your investment by tapping into a team dedicated to your success out of the gates.

Education & guides

Elevate your sales and marketing approach alongside a team built to ensure adoption and success.

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Get the visibility you need with industry-leading integrations

“The one question continued to come up from our loan officers, ‘Do you have Total Expert?’”

Michael Kuentz
President, Trinity Oaks Mortgage LLC