Total Expert

How do we show up in the moments that matter to consumers? 1?? It starts with compiling data and information about a customer's financial situation. 2?? Extract key insights from that data to understand short and long-term goals—preparing to engage with relevant communications AND empathy in meaningful moments of their financial journey. 3?? Then, act on those insights. Identify the right moment to reach out and engage as a trusted financial partner. To repeatedly earn customers' business, financial institutions have to know what consumers need and approach them with solutions they'll be interested in. Having a system in place to humanize the customer journey sets organizations apart from competitors and ultimately helps them win customers for life. Download our Guide to Modern Life Event Engagement in the comments to see how supporting and guiding customers through major life events can drive loyalty—and revenue.

Well said, Lindsi Flynn ?? Assurance Financial has discovered first-hand how Total Expert's Customer Intelligence empowers financial institutions to nurture lifelong customer relationships and impress referral partners. Expand what is possible and customize your own customer engagement experience to anticipate even greater opportunities ahead!

?? Drumroll, please ?? We're bringing Accelerate to the Rocky Mountains!!! ??? We're thrilled to announce that #TotalExpert's Accelerate conference will be at Denver's Omni Interlocken Hotel from November 4-6, 2025! Take your customer engagement, business growth, and CX strategies to new heights at our premier, can't-miss customer event. Registration is open now! And for a limited time, take advantage of early-bird pricing using the link in the comments below. Let us know if you plan on attending ??

Chances are, you're watching this video on your phone—and if you're on a computer, your phone is probably nearby ?? Consumers constantly have their phones within arms reach. #TotalExpert's Engage SMS allows lenders to use that close proximity to reach customers (and agents) for an immediate connection. Adding text message conversations to your borrower engagements and Journeys can help tap into more impactful customer engagements and increase responses.

Our Fall release will give you even more reasons to love Autumn-ation The #TotalExpert Fall 2024 platform release provides purpose-built functionality and enhanced integrations to give you more ways to engage with customers, elevate your communications, and deliver seamless experiences across every channel. Including: ?? The launch of Engage SMS to keep you connected with customers on the go and enhance your automated Journeys ?? Self-service reporting for user activity to help enterprise admins ensure users are getting the most out of all the platform has to offer ?? New integrations with Empower LOS and RETR Check out the full release and hear from our General Manager of Banking, James White, about this season's enhancements to Total Expert.

Howdy, partner ?? ?? We're thrilled to partner with Evocalize and add another innovative solution to our marketing automation that will help customers get the most out of Journey campaigns!

If loan officers know when clients are engaging with other lenders, you create an opportunity for them to stop them from making a big financial mistake. A simple credit alert from #TotalExpert's Customer Intelligence was enough for Chris Luebbers at Delmar Mortgage to engage and educate a prospect before they signed with another lender, helping them save money on their loan. Check out the latest episode of Street Level Strategies with Chris and Bobbi Jo Dallas Card to learn how Customer Intelligence alerts can help you establish yourself as a trusted advisor and engage clients in the moments that matter.

It's your last chance to register for Wednesday's ICBA Independent Banker webinar on building a data strategy that helps you win customers for life. Join #TotalExpert General Manager of Banking James White and Fifth Third Bank Mortgage Marketing Program Manager Ann Marie Wallace tomorrow at 3 p.m. EST to learn how to act on insights by harnessing data effectively and engaging with customers at pivotal financial milestones. Add the webinar to your calendar ?? https://lnkd.in/gfEkGiGj

Thank you to our service men and women for your bravery, strength, and sacrifice today and every day. We are forever grateful for your courage ???? #VeteransDay

Go beyond sending one-directional text message marketing and start ENGAGING with customers today. #TotalExpert's Engage SMS integrates with Journeys to ?? Automate touchpoints with customers ?? Seamlessly enter the conversation in real-time ?? And converse from your desktop OR mobile device Not to mention, Engage SMS keeps a full record of your conversations so you can look back and maintain compliance in each borrower interaction. Learn more and schedule a full demo on our website. https://lnkd.in/gMaM-7jA