TechValidate Research on Total Expert

These pages present data that TechValidate has sourced via direct research with verified customers and users of Total Expert. TechValidate stands behind the authenticity of all published data. Learn more »



161 Customers Surveyed

1,218 Data Points Collected

28 Published TechFacts

3 Published Charts

35 Published Case Studies



Featured Research Collections for Total Expert

Curated collections and slideshows of TechValidate research data on Total Expert.



Selected Research Highlights


Total Expert Customer Statistic

An omnichannel strategy means improved customer engagement

Prior to implementing Total Expert, 40% of surveyed organizations struggled to deploy an omnichannel strategy for consistency across in-person and digital interactions.

40%

Total Expert Case Study

Relevant Marketing Touches Drive Increased Engagement Across Borrowers Through the Entire Customer Journey

Introduction

This case study of a medium enterprise banking company is based on a June 2021 survey of Total Expert customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

“Our digital marketing touches have improved, not only in content, but in relevance. We are engaging our borrowers and improving communications in a process fraught with dark communication periods.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select Total Expert:

  • Faced the following challenges prior to implementing Total Expert:
    • The need for a platform to support the entire customer journey – from lead to conversion to lifelong customer

Use Case

The key features and functionalities of Total Expert that the surveyed company uses:

  • Total Expert is their one-stop-shop for:
    • Marketing automation
    • Journey orchestration and intelligent automation
  • Total Expert makes their job easier by:
    • Turning customer insights into workflows and Journeys
  • Most valuable Total Expert capabilities to their organization:
    • Ability to improve marketing effectiveness through email optimization and relevant content

Results

The surveyed company achieved the following results with Total Expert:

  • Total Expert is truly built for financial services because the platform:
    • Supports their unique processes and needs
  • Experienced the following benefits since using Total Expert:
    • Improved the customer experience
  • Agrees with the following statements after using Total Expert:
    • They can create the ideal journey and continuously engage customers through life’s financial milestones with Total Expert
    • They want to be trusted lifelong financial partners for their customers and Total Expert helps them get there
    • Total Expert is helping them connect every touchpoint in the customer journey
    • They are building more authentic relationships with their customers with Total Expert
  • Increased retention rates by up to 10% since deploying Total Expert.

Total Expert Customer Research

Growth strategies leveraging Total Expert

By using Total Expert, my organization is prioritizing these growth strategies during the next year:

Increase productivity across sales and marketing
92%
Increasing retention of existing customers by increasing engagement
79%
Using data and insights to drive cross-sell and upsell activity
36%
Onboarding depositors and/or borrowers
25%

Total Expert Customer Research

Take the heavy lifting off with pre-built Journeys available from day one

Utilizing already in-platform Journeys increases engagement by:

Automated engagement initiated based on data
77%
Message-audience alignment creates improved customer response (open rate/click rate)
34%
Improved conversion results to customer - or member - facing teams
36%

Total Expert Customer Satisfaction Rating

Relevant touchpoints increase engagement and strengthen partnerships

Brittney Stratton, a Marketing Professional at AmeriFirst Financial Inc., would be likely to recommend Total Expert for this reason:

The platform offers a high level outlook on the customer experience with intensive automation that empowers relevant touchpoints, increases engagement and strengthens partnerships.

Total Expert Case Study

Scalable Workflows Modernize Marketing Automation at Cherry Creek Mortgage

Introduction

This case study of Cherry Creek Mortgage Company is based on a June 2021 survey of Total Expert customers by TechValidate, a 3rd-party research service.

“We are better positioning our Loan Officers with their referral partners and helping them to more easily comarket. I also feel the co-marketing content is top-notch. "

Challenges

Cherry Creek Mortgage faced the challenges of deploying an omnichannel strategy for consistency across in-person and digital interactions.

Use Case

The key features and functionalities of Total Expert that Cherry Creek Mortgage Company uses:

  • Marketing automation
  • Journey orchestration and intelligent automation

Total Expert makes their job easier by:

  • Providing ready-made marketing templates and content
  • Creating ideal customer experiences across channels
  • Ensuring their marketing and outreach is compliant

Most valuable Total Expert capabilities to their organization:

  • Ability to make their loan officers’ lives easier by providing a focused view of the priorities of the day
  • Ability to improve marketing effectiveness through email optimization and relevant content
  • Pre-built Journeys, campaigns, and content for personalized experiences
  • Ability to scale business workflows through multi-channel automation and automated journeys

Results

Total Expert is truly built for financial services because the platform:

  • Understands their customers’ financial journey
  • Supports their unique processes and needs
  • Makes compliance easier

Cherry Creek Mortgage experienced the following benefits since using Total Expert:

  • Enhanced visibility into performance and ROI for better decision making
  • Improved the customer experience
  • Increased loan officer adoption

Cherry Creek Mortgage agrees with the following statements after using Total Expert:

  • They can create the ideal journey and continuously engage customers through life’s financial milestones with Total Expert
  • They want to be trusted lifelong financial partners for their customers and Total Expert helps them get there
  • Total Expert is helping them connect every touchpoint in the customer journey


More to Explore



About Total Expert

Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. For more information visit totalexpert.com.

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