Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone
Published: 2022-05-14 | Author: VisionariesNetwork Team
In an increasingly competitive landscape, financial institutions are recognizing the importance of creating deeper, human-first connections with modern consumers. At Total Expert, the team believes that empowering banks, credit unions, lenders, insurance agencies, and other financial services firms to do so will create a financially healthier world.
Total Expert’s team has spent years studying the banking and lending industries to develop a platform that is grounded in real needs. The result is the most innovative, integrated technology in the industry – and the only one that puts customer experience first.
To achieve this, the company has created an all-in-one customer engagement platform that unites internal teams and fosters communication, collaboration, and better outcomes for customers. With its platform, financial institutions can redefine sales and marketing collaboration, streamline customer engagement, and drive more referrals from professional relationships.
The platform is designed to help financial institutions maximize productivity and streamline customer engagement by providing prioritized lead lists, a 360-degree customer view, co-marketing capabilities, lead management, workflow management, dashboards and pipeline views, and more.
One of the key features of Total Expert’s platform is its ability to help financial institutions identify the leads and customers that their teams should engage with first. This is achieved through prioritized lead lists, which quickly identify which customers and opportunities to engage with. The platform also provides a single source for all customer and engagement information, making it easier for financial institutions to initiate the next best discussion or present the most relevant product for each customer's financial journey.
Another important aspect of Total Expert’s platform is its ability to drive more referrals from professional relationships. This is achieved through co-marketing capabilities that tap into professional networks to create engaging co-marketing assets with built-in compliance workflows.
In addition to these features, the company’s platform also includes lead generation and routing capabilities that help financial institutions generate more loans in any market. This is achieved through targeted messaging that gets in front of every borrower, quickly connecting them to the right loan officer to support their homebuying needs.
The platform also includes tools that help reduce the administrative burden on teams by categorizing leads and prioritizing opportunities. This ensures that financial institutions can focus on what matters most – providing exceptional customer service and building strong relationships with their customers.
In today's digital age, consumers have come to expect a seamless and personalized experience when interacting with financial institutions. Total Expert’s platform is designed to meet this expectation by providing a single source for all customer and engagement information, making it easier for financial institutions to initiate the next best discussion or present the most relevant product for each customer's financial journey.
The mortgage industry is particularly ripe for disruption. According to recent research, a record number of consumers pounced on fleeting interest rates in the first half of 2021 to purchase new homes or refinance existing mortgages. And many of these consumers did it online.
As the mortgage market continues to evolve, financial institutions must adapt to meet the changing needs of their customers. Total Expert’s platform is designed to help them do just that by providing a comprehensive solution for sales and marketing needs.
Joe Welu, Founder & CEO
Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2012, Joe has led Total Expert’s vision, culture, and growth to more than 300 employees today. The company powers CRM, marketing, and customer engagement for more than 170 financial institutions—from leading community banks and credit unions to 15 of the top 25 U.S. banks and lenders. Total Expert’s growth has skyrocketed since its inception, being named the #1 CRM platform by STRATMOR Group and earning top spots on the Inc. 5000 and HousingWire Tech100.
“We turn customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.”
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