Create Personalized Connections at Scale

Create personal connections, at scale, with a marketing platform that helps cultivate lifelong relationships.

Personalize and Tailor Communications 

Use behavioral and transactional insights to segment consumers into groups. That helps ensure youre providing the right message at the right stage–from lead to conversion to customer and beyond. 

Leverage Content Proven to Convert 

Leverage expert content created by industry leaders to drive customer engagement and trust– from regular newsletters to email marketing to pre-built Journeys.  

Meet Consumers in Preferred Channels 

Create and deploy campaigns in multiple channels–including print, direct mail, social, SMS, and email marketing–to meet consumers where they are in the channel they prefer.   

Deliver the Right Message at the Right Time 

Trigger always-on nurture campaigns via Journey Creator by using consumer insights, like behavioral and transactional data, to increase lead to conversion and retain customers at a higher rate.  

Build Better Partner Relationships 

Transform how you work with partners when you leverage co-marketing functionality, including referral tracking, co-marketing, and reporting.  

More than a platform

Because Proven Expertise Matters

Dedicated Support

Get the help you need with a support team and customer success manager to transform your customer and member engagement.


Tap into our professional services team to support your unique marketing needs and integrations.


Learn how unmatched automation can drive customer and member engagement in ongoing free training opportunities.

customer success

Engage at the Right Time with the Right Message


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

Michael Kuentz
President, Trinity Oaks Mortgage

Deliver the total experience, every time–with Total Expert.