M A R K E T I N G O P E R AT I N G S Y S T E M

*According to Forrester Consulting: Total Economic Impact of Total Expert MOS

SalesLift

New Loans AnnuallyPer Loan Officer

Of DataIntegrations

Pre-Loaded CustomerJourney Campaigns

MonthsTo Payback

T H E R E S U LT S

16.9%

5.9

100s

50

9

M A R K E T I N G O P E R AT I N G S Y S T E M

The Total Expert Marketing Operating System® (MOS) is built to the exact specifications of banks, credit unions, and lenders. We combine marketing and CRM functionality with our proprietary intelligent automation engine, empowering you to manage the customer journey across the entire lifecycle.

A M P L I F Y Y O U R E F F O R T S W I T HT H E T O TA L E X P E R T M O S

The first enterprise-grade marketing and customerengagement platform for financial services

Drive Digital TransformationAccelerate time to value and be up and running in less than 90 days.

Deploy Marketing Faster, with Fewer HeadachesSafeguard your brand’s reputation and increase speed tomarket with compliant messaging you can approve anddeploy in mere clicks.

Increase ProductivityCentralize your data and eliminate siloes to increase end-user efficiency and productivity with open architecture so you and your teams work smarter, not harder.

Deliver Timely, Relevant MessagesWin more business with the ability to engage individual customers at scale with the right message at the righttime on the right channel.

E M P O W E R I N GF I N A N C I A L B R A N D S

Every Interaction with your Brand Either Builds or Erodes TrustTotal Expert enables financial brands to humanize their customer relationships to drive growth and create customers for life. By aligning sales, marketing, and compliance on a single platform, the Total Expert MOS allows financial services organizations to meet the needs of the modern customer through humanization and automation at scale – delivering the right message at the right time to the right person on the right channel.

Going Beyond CRM and Automation To meet the unique needs of financial services organizations Total Expert has developed a more humanized customer experience, driving greater speed, efficiency, oversight, and audit-ready compliance. By using the Total Expert MOS, your organization can deliver proven tangible marketing and sales ROI while achieving optimal business results.

Humanizing the Customer JourneyHumanization is critical for the modern financial brand. By delivering meaningful experiences that resonate with your customer, it will lead to trust, trust leads to loyalty and loyalty leads to lifetime value and revenue.

E X P E R I E N CE

T R U S T

L O Y A L T Y

Figure 1: The modern customer experience is the sum of all interactions with your brand Figure 2: Financial organizations that have modernized their sales and marketing platforms are outpacing their competitors by 2x

Build Trust and Win Customers for Life

A B O U T U S

Total Expert built the first enterprise-grade Marketing OperatingSystem for the modern financial services industry. The platform

enables marketing, compliance, and sales teams to work togetherseamlessly to deliver marketing campaigns. Total Expert focuses

on the individual needs of financial organizations who mustintegrate industry-specific data and applications to delivera cohesive customer experience across the entire customer

lifecycle – and at scale.

TotalExpert.com © 2020 Total Expert. All rights reserved.