Keep More Customers In-House

Nurture existing customer relationships with engaging content that increases wallet share or identify dormant accounts that need a more targeted communication approach to get them back into active usage.

Banking Retention Use Case

Guide every customer along their financial journey

No two customer journeys are the same. That’s why it’s critical to adopt digital technology that helps you harness your data and gives you actionable insights that you can turn into targeted, personalized communications for each customer.


Total Expert will help you keep them engaged at every stage of their financial journey so you can expand your most valuable relationships and earn more customers for life.


re-engagement success with members at risk of attrition.


decrease in delinquent loan payments.

See how Total Expert helps with retention

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Increase wallet share

Grow your most valuable relationships

Attracting and winning new customers is important for every bank—but your best opportunity for ROI lies with your existing customers. That’s because, on average, earning a new customer costs 5x more than it does to sell a new product to your existing customers.

Dynamic Journeys
Surface the next best product or service based on each customer’s financial needs, goals, and activity.

Nurture Campaigns
Keep customers engaged with relevant content until they’re ready to act.

Pre-Built Content
Get your message to market quickly by leveraging our library of content created by industry experts.

Improve reboarding

Engaged customers are loyal customers

Modern banking customers won’t put their financial goals on hold while you develop your sales and marketing campaigns. They’ll connect with another institution that they know offers specific products or services. We’ll help you stay one step ahead of the competition—and consumer expectations.

Intelligent Automation
Identify when customer accounts have been inactive for a predetermined amount of time (or enter at-risk status) and create a targeted messaging campaign that’s relevant to their product(s) and personalized to their financial needs.

Nurture Campaigns
For lapsed and at-risk accounts, you can create nurture campaigns that turn on once the account reaches an inactivity threshold or misses a payment.

Total Expert in action

Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.