Customers don’t close their accounts when they go to another provider for new financial needs; they simply go elsewhere, unbeknownst to you. Fortunately, their legacy account leaves the door open for you to win them back. You can retain – and vastly expand – these relationships through data-driven engagement aimed at their needs.
In this webinar, bank leaders learn how to preserve margins, widen product usage, and retain deposits as they face wandering depositor relationships.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
