Workflow Management

Increase Productivity and Speed to Market

Take a load off your customer-facing teams with purpose-built sales and customer engagement tools that gather and house customer data, surface high-priority opportunities, populate follow-up tasks, and streamline approval routing—all to keep sales teams focused on developing and deepening relationships.

Smiling woman with a workflow graphic

Manage leads and contacts from one platform

Purpose-built customer engagement platform

Access everything you need to know about your contacts without juggling applications or jumping between tabs—so you can spend your time engaging customers instead of hunting through your database.

Dynamic dashboards

See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.

One-click communication

Trigger multichannel messaging, create follow-up reminders, and track tasks without switching apps or juggling tabs.

360-degree customer view

Create holistic customer profiles

Leverage 50+ integrations to take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.

Customer intelligence & data insights

Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.

Personalized communication strategies

Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.

Graphic of a customer profile
Reporting and dashboards at your fingertips

Reporting & dashboards

Pre-built dashboards

View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.

Dynamic campaign reporting

Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.

Data-driven strategies

Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.

See it in action

How We're Different

Spend less time in the database and more time engaging customers

360-degree customer view

Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.

TrueIntent insights

Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.

Segmentation

Segment your contact lists to deliver tailored messaging in every campaign.

Prioritized lead & contact lists

Engage critical contacts at the right time without hunting through your database.

Always-on nurture

Develop relationships with customers even if they don’t have a need for your products today.

Multichannel campaigns

Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.

Digital content & social media

Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.

Co-marketing campaigns

Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.

Reporting & dashboards

Track campaign performance, analyze what works, and identify gaps to boost ROI.

Knowledge & insights

Stay up to date with the latest financial news, industry trends, and Total Expert tips.

Manage leads and contacts from one platform

Purpose-built CRM

Access everything you need to know about your contacts without juggling applications or jumping between tabs—so you can spend your time engaging customers instead of hunting through your database.

 

Dynamic dashboards

See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.

 

One-click communication

Trigger multichannel messaging, create follow-up reminders, and track tasks from a single location that contains each customer’s critical information.

360-degree customer view

Create holistic customer profiles

Leverage 50+ integrations to take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.

 

Customer intelligence & data insights

Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.

 

Personalized communication strategies

Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.

Reporting & dashboards

Pre-built dashboards

View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.

 

Dynamic campaign reporting

Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.

 

Data-driven strategies

Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.

Manage leads and contacts from one platform

360-degree customer view

Reporting & dashboards

Purpose-built CRM

Access everything you need to know about your contacts without juggling applications or jumping between tabs—so you can spend your time engaging customers instead of hunting through your database.

 

Dynamic dashboards

See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.

 

One-click communication

Trigger multichannel messaging, create follow-up reminders, and track tasks from a single location that contains each customer’s critical information.

Create holistic customer profiles

Leverage 50+ integrations to take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.

 

Customer intelligence & data insights

Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.

 

Personalized communication strategies

Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.

Pre-built dashboards

View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.

 

Dynamic campaign reporting

Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.

 

Data-driven strategies

Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.