Minneapolis, Minnesota-based Total Expert provides a customer engagement and CRM platform tailor-made for the financial services industry, with customers representing a quarter of the United States mortgage industry.
The company has just announced new capabilities for financial institutions as they seek to build stronger and longer-lasting relationships with customers via personalisation. Its platform combines data, compliance, marketing and sales in a single place in an effort to combat silos.
“Over the past year, Total Expert has increased R&D spending as we expand our platform to address the needs of modern banks and lenders,” said Matt Tippets, chief product officer at Total Expert. “Today, our customers are getting the results of that investment, with new CRM, data, and reporting functionality to more deeply understand their customers, and personalise the experience from lead to conversion to lifelong customer.”
New CRM Capabilities
Specific new capabilities the company is introducing for financial customers include:
- A drag and drop UI to simplify and democratise list creation
- An intelligent data importer to improve data quality
- Automated deduplication of leads
- In-app budgeting allocation
- Advanced reporting functionality for campaign performance
“For modern financial institutions, every customer interaction is an opportunity to ignite and fuel trust and loyalty,” said Joe Welu, founder and CEO of Total Expert. “Customers who take advantage of our continuous innovation consistently outperform their competition and are able to quickly pivot in response to market trends. It’s why we continue to invest in developing new capabilities across our platform that ultimately help our customers deliver more authentic experiences that drive growth and loyalty.”
The company has also added to an existing array of financial industry integration by adding digital advertising solution Adwerx for targeted and compliant automated messaging.
“Adwerx and Total Expert are both dedicated to providing powerful technology that enables loan officers to expand their business without lifting a finger, while mortgage lenders simultaneously improve productivity, retention and drive growth” said Jed Carlson, CEO of Adwerx. “Working together is going to provide value to mortgage lenders, loan officers, and the clients they serve by making processes more efficient, and leveraging the power of automation and advertising to drive conversion.”
