Win new customers by leveraging intelligent automation to create personalized customer journeys that adapt to their needs, goals, and behaviors.
To maintain growth and increase revenue, you need to stay ahead of consumers’ needs—and their expectations. Total Expert enables you to create hyper-personalized journeys that feature the ideal mix of digital communications and human engagements so you can engage everyone with timely communications that meet their financial needs and goals.
re-engagement success with members at risk of attrition.
decrease in delinquent loan payments.
Consumers have more banking options than ever. So, while it’s important to show them that your bank offers the products and services they need, you can differentiate yourself by showing them you can provide the personalized service and experience they deserve.
Dynamic Journeys
Deliver timely, relevant messaging that surfaces the best product or service based on each customer’s needs, previous interactions, and communication preferences.
360-Degree View
Aggregate data from your other tech systems to create more complete customer profiles that enable your team to have more authentic, personalized interactions and support customers at every financial milestone.
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.