161 Customers Surveyed
1,218 Data Points Collected
28 Published TechFacts
3 Published Charts
35 Published Case Studies
Curated collections and slideshows of TechValidate research data on Total Expert.
Total Expert Case Study
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.”
The business challenges that led the profiled company to evaluate and ultimately select Total Expert:
The key features and functionalities of Total Expert that the surveyed company uses:
The surveyed company achieved the following results with Total Expert:
Total Expert Customer Research
By using Total Expert, my organization is prioritizing these growth strategies during the next year:
| Increase productivity across sales and marketing |
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| Increasing retention of existing customers by increasing engagement |
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| Using data and insights to drive cross-sell and upsell activity |
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| Onboarding depositors and/or borrowers |
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Total Expert Customer Research
Utilizing already in-platform Journeys increases engagement by:
| Automated engagement initiated based on data |
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| Message-audience alignment creates improved customer response (open rate/click rate) |
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| Improved conversion results to customer - or member - facing teams |
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Total Expert Customer Satisfaction Rating
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.
Based on a response of 7 to the question “On a scale of 0-10, how likely would you be to recommend Total Expert?”
Total Expert Case Study
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. "
Cherry Creek Mortgage faced the challenges of deploying an omnichannel strategy for consistency across in-person and digital interactions.
The key features and functionalities of Total Expert that Cherry Creek Mortgage Company uses:
Total Expert makes their job easier by:
Most valuable Total Expert capabilities to their organization:
Total Expert is truly built for financial services because the platform:
Cherry Creek Mortgage experienced the following benefits since using Total Expert:
Cherry Creek Mortgage agrees with the following statements after using Total Expert:
Total Expert Website Total Expert Website
