In a complicated market, you need to focus on generating qualified opportunities, maximizing your ROI, and increasing retention. Our Customer Intelligence tool does all that and more—turning your database into a deal-flow engine by identifying critical moments to engage customers before they start talking to competitors. Â
Generate more repeat business and increase referrals by keeping customers engaged with critical information that nurtures your relationships until they’re ready to explore new opportunities like refinancing or a HELOC.
re-engagement success with members at risk of attrition.
decrease in delinquent loan payments.
Identify opportunities to engage past customers about a new or second mortgage, refinancing, or HELOCs with tools that add insights to your data and help you connect with borrowers at critical moments.
Intelligent Automation
Identify prime opportunities to engage past customers with alerts for when they have their credit pulled, list a property, qualify for a lower rate, or reach an equity threshold.
Nurture Campaigns
Celebrate birthdays and anniversaries, explore referral opportunities, and keep borrowers engaged with communications that are relevant to their mortgage to grow your existing relationships and expand your network.
Create sustainable growth and increase loyalty with a CRM and customer engagement platform that’s purpose-built for financial institutions.
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1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.