Turn Captivated Consumers into Lifelong Members

Grow your membership by leveraging intelligent automation to create personalized member journeys that engage prospective members on their terms and adapt based on their needs, goals, and behaviors.

Credit Union Conversion Use Case

Stand out in a crowded market

To maintain growth and increase revenue, you need to stay ahead of your membership’s needs—and expectations. Total Expert empowers you to create hyper-personalized journeys that feature the ideal mix of digital communications and human engagements so you can connect whenever your members have a financial need—even if they don’t know it—and separate your brand from the competition.


re-engagement success with members at risk of attrition.


decrease in delinquent loan payments.

See how Total Expert helps with conversion

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Increase Conversion Rates

Demonstrate your value

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. 

Total Expert in action

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