Deliver Unforgettable Customer Experiences
Stop guessing what consumers are doing and guide them toward achieving their dreams
Banks are challenged with maintaining deep relationships with their customers, causing them to deliver disconnected customer experiences and services. This has caused them to miss opportunities to connect customers with valuable products and services and grow lifetime relationships despite mountains of customer data and huge technology investment.
The Total Expert Marketing Operating System® (MOS) empowers banks with centralized, data-intelligent engagement that humanizes marketing and connects siloed systems across lines of business.
Deepen Your Customer Relationships
Connect with Your Customers
Deploy consistent branding and messaging that is personalized and automated across all marketing channels, including print, social, digital and email.
Manage all strategic partnerships and brand activities from a single source for greater transparency and control across all lines of business.
Achieve Marketing Compliance
Ensure bank marketing compliance and track all marketing activities across the enterprise with audit-level reporting, including detailed approval workflows and distribution data.
Greater CRM Efficiency
Amplify the productivity of your organization with robust contact and database management tools for every facet of your business.
Modernize Your Technology
Total Expert’s modern API allows deep integrations with best-of-breed applications and data providers, allowing banks to leverage evolving innovations across their tech stack.
“Total Expert allowed us to maintain our current technology stack and empowered the flow of data so we can personalize our customer engagement and marketing efforts.”
Jan Valencia, Project Manager at KS StateBank