Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that help organizations drive growth and create customers for life in any market. With this new release, Total Expert’s Customer Intelligence delivers equity and credit improvement insights that enrich customer profiles and provide a deeper understanding of each customer’s financial milestones and intent.

“Our team continues to innovate quickly and deliver impactful technology to help our customers weather the current storm and prepare for growth next year,” said Joe Welu, founder and CEO at Total Expert. “It’s working. In year one, our Customer Intelligence solution surfaced more than 600,000 insights and automated Journeys that led to $11 billion in loan applications and $7 billion in funded loans for the nation’s leading lenders—many of these opportunities stemmed from re-engaged leads and past customers that would have otherwise been missed. The next iteration of Customer Intelligence will include life event insights that signal intent and enable hyper-segmented communications for all of life’s financial moments.”

Unsustainable consumer debt, rising credit problems, and the continued increase in homeowner equity are driving factors in the evolving market. With this new release, financial institutions can identify customers who’ve reached credit or equity thresholds and educate them via automated Journeys that are personalized to each customer’s unique situation.

The need for home equity education has taken center stage for many financial institutions. Leveraging Customer Intelligence, Castle & Cooke Mortgage uncovered 4,300 equity-rich customers within the first 90 days of implementation, while Lake Michigan Credit Union identified 9,000 equity-rich members hidden within its database.

In addition to continued innovation in Customer Intelligence, Total Expert’s new release includes platform features across analytics, sales productivity, marketing automation, and its growing ecosystem.

Platform Analytics

• Customer Intelligence Attribution Dashboard—Visualize success and attribution metrics, including opportunities surfaced, loan application and funded loan volumes stemming from Customer Intelligence and Journeys.
• Journey Stats—Gain visibility into crucial Journey performance data, such as the number of contacts, conversions, and conversion rates of each individual Journey.

Sales Productivity and Marketing Automation

• Social Media Video Support—Easily access and post videos from the Total Expert platform on integrated social media accounts to drive campaign engagement.

Partner Ecosystem

• New and strengthened integrations with Encompass, Optimal Blue, TrustStar, and Salesforce streamline dataflow and connectivity, resulting in best-in-class, modern tech stacks.

About Total Expert

Total Expert is the trusted customer engagement platform for over 200 financial enterprises. Our platform integrates data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone in any market. Total Expert transforms customer insights into actionable strategies, increasing loyalty and fostering growth for banks, lenders, credit unions, and insurance companies. Now available through the AWS Marketplace and Salesforce AppExchange. For insightful conversations on leadership and innovation in modern banking and lending, tune in to the Expert Insights podcast hosted by Founder and CEO Joe Welu. Learn more at totalexpert.com.

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