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See firsthand how to ditch mass marketing and build customers for life – at scale – with the Total Expert Marketing Operating System® (MOS)
See firsthand how to ditch mass marketing and build customers for life – at scale – with the Total Expert Marketing Operating System® (MOS)
Meet All Your Marketing Needs
Use out-of-the-box creative designed specifically for your industry or completely customize templates to fit the unique needs of your brand.
Boost Retention
Build automated, personalized communications so you always deliver the right message to the right person at the right time.
Onboard with Ease
Deliver contextual communication from day one to help your new customers get started, find value, and stay engaged.
Deploy Multi-Channel Marketing
Create automated, multi-channel campaigns that drive engagement and growth and prove marketing ROI.
Follow Up, Fast
Create prioritized lists so your sales teams tackle the right opportunities at the right time with Focused View.
Ensure Marketing Compliance
Track all marketing activities across the organization with robust approval workflows and audit-level reporting to fit your needs.
Only 19% of financial services marketers use data to educate and cross sell to customers
27% of financial services marketers do not personalize any of their marketing outreach
Only 40% of organizations are currently using a customer journey framework
321% return on investment on average for Total Expert users
“We think Total Expert can not only help us gain more business, but help educate the customer along the way.”
MICHAEL KUENTZ
Chief Operating Officer,
Trinity Oaks Mortgage
“Total Expert really allows us to keep in close contact with our customers throughout the entire loan lifecycle. When we recruit someone now, it’s the first thing we show out of the gate.”
DAN CANTINELLA
Chief Digital Officer,
Finance of America
“What we really love about Total Expert is the technology. You can’t be everywhere at the same time, and it works in the background on your behalf, so those relationships keep going.”
JULIE BRIDGES
AVP Marketing Communications & Training Manager,
TownBank Mortgage