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Collecting data has never been a challenge for financial institutions. Where they struggle is properly segmenting, analyzing, and acting on that data to provide value and drive meaningful conversations that win customers for life.
By combining Total Expert’s Life Event insights with Salesforce Financial Services Cloud, financial institutions can identify key milestones in their customers’ lives to surface new opportunities and proactively engage customers in the moments that matter.
In this on-demand webinar, we explore how more sophisticated and proactive customer engagement strategies help drive growth and win customers for life.
Director, Salesforce Financial Services Cloud at Slalom
VP, GTM Strategy at Total Expert
Principal Product Marketer at Total Expert
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.