“We think Total Expert can not only help us gain more business, but help educate the customer along the way.”
BUILD TRUST IN YOUR BRAND
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.
CUSTOMER SUCCESS
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
Trusted by Industry Leaders
