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Your customers are more than data points in a computer system. So, if your idea of personalization ends with grouping customers by demographic information or specific financial behaviors, you’ll never be able to engage them in the kind of authentic conversations that forge lifelong relationships and cement you as a trusted financial partner.
To move beyond that kind of surface-level personalization, you need the ability to consistently enrich your customer profiles with information that tells their financial story as it unfolds. That way, you can gain and demonstrate a true understanding of their unique financial situation, how close they are to reaching their goals, and what you can do to help them take the next step.
General Manager of Banking
Total Expert
AVP, Mortgage Marketing Program Manager
Fifth Third Bank
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.