Always-On Nurture Programs
Build Relationships, then Earn Customers
Establish trust and loyalty by engaging leads across print, digital, and social channels with content that’s timely, relevant, and personalized to their financial needs and goals.
Support customers throughout their financial journey
Personalized journey creator
Use intelligent automation and data insights to tailor your nurture campaigns around specific topics or contact needs.
Understand customer intent
Our Customer Intelligence tool captures behavioral data from every interaction to trigger communications with the most relevant message at the most appropriate time.
Add a human touch
Personalize at scale by reaching out on behalf of loan officers and relationship managers to provide a more authentic experience.
Create impact across every channel
Real-time performance
Analyze data in real-time to know which channels and content resonates with what audience, then deploy marketing campaigns to engage contacts on their terms.
Any message, any channel
Leverage print, direct mail, email, social, and digital tools to complement in-person engagements and create an elevated customer journey.
Empower your teams
Give loan officers and relationship managers the tools they need to communicate at scale—or even execute campaigns on their behalf.
See it in action
We know that seeing is believing. Let us show you the power of Total Expert.
How We're Different
Connect with customers on their schedule
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.
Personalized journey creator
Use intelligent automation and data insights to tailor your nurture campaigns around specific topics or contact needs.
Understand customer intent
Our TrueIntent tool captures behavioral data from every interaction to trigger communications with the most relevant message at the most appropriate time.
Add a human touch
Personalize at scale by reaching out on behalf of loan officers and relationship managers to provide a more authentic experience.
Real-time performance
Analyze data in real-time to know which channels and content resonates with what audience, then deploy marketing campaigns to engage contacts on their terms.
Any message, any channel
Leverage print, direct mail, email, social, and digital tools to complement in-person engagements and create an elevated customer journey.
Empower your teams
Give loan officers and relationship managers the tools they need to communicate at scale—or even execute campaigns on their behalf.
Support customers throughout their financial journey
Create impact across every channel
Personalized journey creator
Use intelligent automation and data insights to tailor your nurture campaigns around specific topics or contact needs.
Understand customer intent
Our TrueIntent tool captures behavioral data from every interaction to trigger communications with the most relevant message at the most appropriate time.
Add a human touch
Personalize at scale by reaching out on behalf of loan officers and relationship managers to provide a more authentic experience.
Real-time performance
Analyze data in real-time to know which channels and content resonates with what audience, then deploy marketing campaigns to engage contacts on their terms.
Any message, any channel
Leverage print, direct mail, email, social, and digital tools to complement in-person engagements and create an elevated customer journey.
Empower your teams
Give loan officers and relationship managers the tools they need to communicate at scale—or even execute campaigns on their behalf.
