TOTAL EXPERT PRODUCTS
Digital Tools to Make Human Connections
Total Expert’s CRM and intelligent automation platform is purpose-built to help modern financial institutions create lifelong customer relationships via the perfect mix of digital and human touchpoints.
THE CUSTOMER ENGAGEMENT PLATFORM
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Create 360-degree views of each customer by connecting first-party and third-party data through our library of over 55 industry-specific integrations. When you truly understand your customers’ needs, goals, and financial situation, every interaction is more authentic and more impactful.
Know the moment a customer is ready to take the next step on their financial journey. Leverage activity alerts, behavior recognition, and engagement histories to better understand every contact in your database—and engage them with the products and services that are most relevant to them.
Provide customers with a seamless experience from one channel to the next with personalized journeys that combine digital communications and human engagements to help you deliver the right message at the right time.
CRM & SALES PRODUCTIVITY
Manage your relationships, not your software
Boost sales productivity and efficiency with tools that give your teams more context and clarity around how and when to engage with customers.
Connect customers with the content they need, when they need it
Make every interaction impactful through customized, multichannel campaigns and personalized journeys that combine digital and human touchpoints—all tailored to that customer’s financial needs and goals.
Build a foundation of trust and transparency
Manage regulatory and brand requirements with built-in compliance tools and certifications that comply with RESPA, TCPA, CPPA, and CAN-SPAM guidelines without adding work for your team.
Data is useful. Knowing how to wield it is powerful.
Supercharge your communications by layering data insights onto your customer profiles—allowing you to deliver the perfect customer journey, one engagement at a time.
See it in action
THE TOTAL EXPERT DIFFERENCE
Digital tools to create customers for life
360-Degree Customer View
Aggregate data from across your tech stack to create complete customer profiles and deliver more personalized communications.
True Data Insights
Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.
Build targeted contact lists to deliver timely, relevant messaging in every campaign.
Seamlessly move contacts between stages and connect them with the right team member at the right time.
Develop relationships and stay in front of customers until they’re ready to act.
Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.
Digital Content & Social Media
Get your message to market faster with tools to create content for your website, landing pages, and social channels.
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.
Built for relationships. Built for financial services.
Hear from industry leaders why it was important for them to choose a purpose-built solution.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.