Monitor your members’ activity so you can understand and anticipate their needs, engage them at every financial milestone, and stay connected until they’re ready to take the next step on their journey.
Turn Total Expert into your primary engagement hub by easily importing data from across your tech stack and creating more complete member profiles. This allows you to segment members into specific groups based on transactional or behavioral data. With all the information you need in one place, you’ll be able to uncover members’ next financial need with in-platform insights that alert you when they’re ready to take the next step.
saw members add at least one new product (3x the industry average).
had members open a checking account
Earning new members is one thing. Turning them into loyal members for life is another. The key to growing member relationships is keeping them engaged. But you won’t do that by sending the same sales and marketing communications to your entire membership.
Surface the next best product or service based on each member’s financial needs, goals, and activity.
The average consumer has a relationship with three different financial institutions. While that might make it sound like member loyalty is a thing of the past, it really means there’s an opportunity for you to expand your existing relationships and solidify your credit union as their primary financial partner.
Aggregate data from across your tech stack to create more complete member profiles that allow you to deliver more targeted, personalized communications and continue to serve members at every financial milestone.
If you’re still sending every message to everyone in your database, you’re giving members a reason to start ignoring them or unsubscribe altogether. Modern consumers expect personalized communications that support their financial goals and show that you have their best interests in mind.
Create specific member groups based on the financial situation, engagement history, or transaction behavior to deliver the most relevant communications at any stage of their financial journey.
Get those messages to market faster by leveraging a library of marketing content and educational resources created by industry experts to help you keep members engaged and expand your relationships over time
Create sustainable growth and increase loyalty with a CRM and 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.