Personalization
Deliver Meaningful Content When It Matters Most
Harness data insights and intelligent automation to create truly personalized experiences and make an impact with every interaction.
Understand your customers’ needs
360-degree customer view
Use aggregated data to build more complete customer profiles and understand what content will serve their financial needs and goals.
Data insights and customer intent
Leverage our Customer Intelligence tool to analyze customer behavior, preferences, and transaction history to anticipate their intentions and engage them at the moments that matter.
Analyze, adapt, act
Combine real-time performance dashboards with detailed reporting to understand what resonates with customers and adjust your strategies to be more effective.
Deliver seamless, multichannel experiences
Prioritize your channels
Harness data to understand what content and which channels resonate with your customers so you can meet them wherever they are on their financial journey.
The right message in the right place
Leverage print, direct mail, email, social, and digital tools to complement in-person engagements and create more authentic customer journeys.
Empower your teams
Equip your sales, marketing, and support teams with content that’s pre-approved by leadership so they can engage and respond faster and more effectively.
Create customers for life
Journeys that adapt
Use intelligent automation to nurture customers from one stage of the pipeline to the next, ensuring that they get what they need at every milestone.
A unique human–digital approach
Create flexible journeys that rely on data insights and customer behaviors to trigger the next best engagement whether it’s a digital message or human connection.
Scalable outreach
Expand your sales and marketing efforts without losing the personal touch by creating journeys that reach out on behalf of customer-facing teams and orchestrate key touchpoints with task management.
See it in action
We know that seeing is believing. Let us show you the power of Total Expert.
How We're Different
Curated, customizable content for every customer
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.
360-degree customer view
Use aggregated data to build more complete customer profiles and understand what content will serve their financial needs and goals.
TrueIntent data
Leverage tools that analyze customer behavioral data and preferences to identify predict their intentions and provide content at the moments that matter.
Analyze, adapt, act
Combine real-time performance dashboards with detailed reporting to understand what resonates with customers and adjust your strategies to be more effective.
Prioritize your channels
Harness data to understand what content and which channels resonate with your customers so you can meet them wherever they are on their financial journey.
The right message in the right place
Leverage print, direct mail, email, social, and digital tools to complement in-person engagements and create more authentic customer journeys.
Empower your teams
Equip your sales, marketing, and support teams with content that’s pre-approved by leadership so they can engage and respond faster and more effectively.
Journeys that adapt
Use intelligent automation to nurture customers from one stage of the pipeline to the next, ensuring that they get what they need at every milestone.
A unique human–digital approach
Create flexible journeys that rely on data insights and customer behaviors to trigger the next best engagement whether it’s a digital message or human connection.
Scalable outreach
Expand your sales and marketing efforts without losing the personal touch by creating journeys that reach out on behalf of customer-facing teams and orchestrate key touchpoints with task management.
Understand your customers’ needs
Deliver seamless, multichannel experiences
Create customers
for life
360-degree customer view
Use aggregated data to build more complete customer profiles and understand what content will serve their financial needs and goals.
TrueIntent data
Leverage tools that analyze customer behavioral data and preferences to identify predict their intentions and provide content at the moments that matter.
Analyze, adapt, act
Combine real-time performance dashboards with detailed reporting to understand what resonates with customers and adjust your strategies to be more effective.
Prioritize your channels
Harness data to understand what content and which channels resonate with your customers so you can meet them wherever they are on their financial journey.
The right message in the right place
Leverage print, direct mail, email, social, and digital tools to complement in-person engagements and create more authentic customer journeys.
Empower your teams
Equip your sales, marketing, and support teams with content that’s pre-approved by leadership so they can engage and respond faster and more effectively.
Journeys that adapt
Use intelligent automation to nurture customers from one stage of the pipeline to the next, ensuring that they get what they need at every milestone.
A unique human–digital approach
Create flexible journeys that rely on data insights and customer behaviors to trigger the next best engagement whether it’s a digital message or human connection.
Scalable outreach
Expand your sales and marketing efforts without losing the personal touch by creating journeys that reach out on behalf of customer-facing teams and orchestrate key touchpoints with task management.
