2023 Customer Intelligence Report 

Even in a challenging market, Total Expert customers were able to drive significant growth in 2023 by using Customer Intelligence to identify opportunities to engage customers at the moments that matter.

In this guide, we’ll cover: 

• How financial institutions are pivoting their strategies to build relationships and ensure long-term success
• How technology helped financial institutions drive positive ROI despite tightening budgets
• How customer-facing teams boosted efficiency and productivity with purpose-built tools 
• Stats, data, and ROI figures related to Customer Intelligence across our entire customer base