Generate Stable, Organic Membership Growth
Serve and support your members with the help of purpose-built tools that provide personalized experiences at every stage of their financial journey.
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powered by Total Expert
THE TOTAL EXPERT DIFFERENCE
Deliver seamless, scalable member experiences
To meet the growing expectations of modern consumers—and keep pace with digital-first FinTech competitors—credit unions need to embrace enterprise-level tools that unite teams across their organization, harness the power of data, and ensure a seamless member experience.
Reduce seasonal declines in member engagement
Peaks and valleys in member engagement rates throughout the year make it difficult for credit unions to maintain product adoption and increase wallet share. Total Expert provides marketing automation tools and pre-built content templates to help keep members engaged and maximize the lifetime value of their products.
Meet the needs of younger members
Generational shifts in how members prefer to interact with their credit union—and how they expect you to support their financial needs—mean embracing tools and technologies that allow you to customize member experiences at scale. Total Expert's dynamic Journeys adapt based on member engagement to help deliver the right message at the right time.
Reduce seasonal declines in member engagement
Peaks and valleys in member engagement rates throughout the year make it difficult for credit unions to maintain product adoption and increase wallet share. Total Expert provides marketing automation tools and pre-built content templates to help keep members engaged and maximize the lifetime value of their products.
Meet the needs of younger members
Generational shifts in how members prefer to interact with their credit union—and how they expect you to support their financial needs—mean embracing tools and technologies that allow you to customize member experiences at scale. Total Expert's dynamic Journeys adapt based on member engagement to help deliver the right message at the right time.
Improve retention after onboarding
Member engagement often plummets after onboarding, leading to challenges with cross-sell and long-term retention. Total Expert helps you keep members engaged by delivering timely, relevant communcations that educate them about their finaicial options and providing personalized products and offers that support their financial needs and goals.
Think beyond table-stakes digital experiences
Our world is always-on and ever-connected, so offering a digital banking for your members is no longer optional. Total Expert helps credit unions stand out in the modern market by providing purpose-built tools to deliver personalized experiences at every stage of your members' financial journey.
Improve retention after onboarding
Member engagement often plummets after onboarding, leading to challenges with cross-sell and long-term retention. Total Expert helps you keep members engaged by delivering timely, relevant communcations that educate them about their finaicial options and providing personalized products and offers that support their financial needs and goals.
Think beyond table-stakes digital experiences
Our world is always-on and ever-connected, so offering a digital banking for your members is no longer optional. Total Expert helps credit unions stand out in the modern market by providing purpose-built tools to deliver personalized experiences at every stage of your members' financial journey.
CREATE BETTER OUTCOMES
Proven results for modern banks
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GROWTH & CUSTOMER LOYALTY
Optimize engagement across the entire customer journey
LEAD GENERATION & ROUTING
Generate more loans in any market
Drive consistent deal flow by getting targeted messaging in front of every borrower, then seamlessly guide them through the loan process by quickly connecting them to the right loan officer to support their homebuying needs.
Increase lead volume & quality
Build pipeline through outbound campaigns and co-marketing programs.
Improve application capture
Meet customers where they are and make it easier for them to take the first step.
CONVERSIONS
Move from first contact to closed loan
Increase your application-to-close rate by leveraging intelligent automation to create personalized customer journeys that learn from each borrower’s behaviors, adapt to their needs, and support their goals.
Improve aplication-to-close rate
Stay connected with borrowers at every stage of the application process to make sure opportunities don't slip away.
Boost sales productivity
Quickly identify opportunities to focus on today while automatically nurturing the contacts who aren’t ready to act yet.
ONBOARDING
Start your customers on the right path
Optimize the onboarding experience by balancing automated digital messaging and human outreach to give new customers the information and support they need without overwhelming them.
Consolidate your data
Create a single hub for your customer communications by aggregating data from multiple sources into a single powerful platform.
Automate communications
Deliver a seamless experience across every channel that reinforces your customers' decision to choose your bank.
Increase product usage
Help your customers get the most out your products and services by providing educational content and resources.
CROSS-SELL
Present the next best product to your customers
Monitor your current customers’ activity so you can stay one step ahead of their needs and connect with them when they’re most likely to enter the next stage of their financial journey.
Increase wallet share
Keep more customers in house by delivering timely, relevant communications based on their finanical needs.
Build relationships
Stay connected with your customers and help them navigate every stage of their financial journey.
Improve segmentation
Quickly divide your contact list to engage customers based on specific financial needs or recent activity.
RETENTION
Today’s borrower is tomorrow’s refinancer
Long-term growth strategies must focus on generating qualified opportunities, maximizing your ROI, and increasing retention. Total Expert turns your database into a deal-flow engine by identifying critical moments to engage customers before they start talking to competitors.
Expand realtionships
Leverage profile enrichment and activity alerts to engage customers about their options for refinancing, tapping equity, or accommodating their growing family.
Generate more referrals
Building your existing relationships is a simple strategy for driving referrals and repeat business.
start today!
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Reviews
Hear it from our customers
Customer Stories
“I’ve used several marketing automation platforms over the years, and Total Expert is my favorite by far. It’s easy, it’s complete, it’s automated and it’s more robust than you even think is possible. Trust me — Total Expert will solve all your CRM and marketing problems. I honestly don’t know how I’d work without it.”
“Total Expert has been truly transformative. It’s not just a tool—their entire company is a partner in helping us grow and connect with our members.”
"After 12 years, a former client chose to work with me again thanks to an automated listing alert. Having a system that informs and keeps me in front of past clients allows me to maintain lasting relationships and continue being a trusted advisor long after closing."
MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo