This latest expansion includes the addition of Life Events as Total Expert’s step toward financial institutions fostering enduring consumer relationships.
Total Expert, a customer engagement platform built for modern financial institutions, announces a major expansion of its Customer Intelligence solution with the addition of life event data capabilities.
“Our team strives to consistently deliver new cutting-edge ways to help financial institutions better drive growth and win customers for life. By expanding the data capabilities of our Customer Intelligence solution to include Life Event insights, we’re enabling our customers to engage at the moments that matter,” stated Total Expert Founder & CEO Joe Welu. “Imagine letting customers know your institution is there to help them when buying a home, getting married, reaching retirement age, etc. Adding Life Events is a powerful step toward financial institutions fostering enduring consumer relationships because they now have better insights into when to engage and/or nurture those relationships and the information needed to become a trusted financial partner for life.”
Life Events insights combine a financial institution’s in-house data with third-party data to continuously strengthen their contact profiles and help modern banks, credit unions, lenders, and insurance brokers fully understand each consumer’s needs. By identifying critical moments in a consumer’s life, financial institutions can show up when it matters most, educate, engage, and advise their customers, and maximize every customer’s lifetime value.
