Help your members find the products they need—and maintain active usage—with targeted, highly personalized communications at every stage of their financial journey.
No two member 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 member. 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 members for life.
re-engagement success with members at risk of attrition.
decrease in delinquent loan payments.
Growing your membership is important—but your best opportunity for ROI lies with your existing members. That’s because, on average, earning a new member costs 5x more than it does to sell a new product to your existing member.
Your members 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.
Identify when member 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.
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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