Total Expert Launches Partner Marketplace Enabling Financial Services Customers to Implement a Custom MarTech Stack with Best-in-Class Providers
27 June 2024 - 3:04PM
Business Wire
Central hub connects financial services
marketers to an array of industry-best tools to create the ultimate
customer engagement platform unique to their business
Total Expert, a leader in customer engagement software for
financial institutions, today announced the launch of the Total
Expert Partner Marketplace (Marketplace)—a central hub for banks,
lenders, and insurance marketing teams to build out their MarTech
stack with a curated set of best-of-breed solutions from Total
Expert partners. The Marketplace gives Total Expert customers
unparalleled access—directly within the Total Expert platform—to
innovative MarTech solutions that enable the expansion of their
Total Expert customer engagement platform into a tailored
tech-stack fit for their financial enterprise.
“The Marketplace is a hand-picked set of some of the financial
services industry’s most innovative solutions—all aligned with
Total Expert in helping financial institutions reimagine how to
make personal connections with consumers at scale and win their
loyalty for life,” said Joe Welu, founder and Chief Executive
Officer at Total Expert. “By developing a specific, vetted group of
partners and making them conveniently accessible in our
Marketplace, we are allowing marketing teams to build a tech stack
that unites data and action systems under one roof. The connected
result allows them to focus tech spend and manufacture a system
that best-serves their team, customers or members, and organization
without the burden of evaluating and integrating solutions on their
own.”
The Marketplace will constantly evolve and grow as the
organization evaluates best-in-breed partners. The Marketplace
currently includes eight unique partner solutions, each offering a
smooth and functional implementation to complement and enhance
Total Expert’s capabilities:
- Capacity: Gives marketing teams AI-supported internal
chat and text capabilities to drive smarter, faster, more effective
service delivery.
- Adwerx: Allows teams to build brand equity with new
audiences and deepen relationships with targeted contacts through
an industry-leading digital advertising automation solution.
- InGenius: Gives mortgage lenders both broad and
fine-grained intelligence to identify borrowers, expand into new
markets, recruit top-performing loan officers (LOs) and empower LOs
to grow their referral networks.
- Verse.AI: An AI-driven two-way SMS conversation solution
that enables compliant, scalable, and customizable automated texts
that connect with Total Expert journeys.
- DirectMailers: Allows marketing teams to build targeted
mail campaigns and deliver personalized, compliant mailings that
can be tracked for delivery and engagement, all through Total
Expert's journey automation.
- Experience.com: Gives Total Expert customers exclusive
insights on online reputation and experience management to drive
immediate improvements that elevate customer satisfaction, foster
brand loyalty, and enhance their online reputation.
- Birdeye: Connects financial institutions with a robust
online reputation management platform to help them grow their
company’s social presence, connect digitally and improve customer
experience.
- Clever: Leverages its premier agent-matching technology,
data insights, and network of realtors to simplify the mortgage
process using its engagement suite, rewards ecosystem, and home
concierge to help businesses grow and enhance borrower
engagement.
This configuration of partners is designed to present a win-win
combination. The Total Expert platform is now connected with some
of the most innovative and widely used tech tools on the market.
Through the Marketplace, partner organizations gain valuable
exposure and connections to a broad base of banks and credit
unions, mortgage lenders and IMBs, and insurance organizations
actively looking to invest in their MarTech stacks.
"Adwerx and Total Expert have been collaborating closely for
years,” said Dan London, chief marketing officer at Adwerx. “So,
when the opportunity to officially join Total Expert’s Marketplace
came up, we eagerly embraced it. Our regular team meetings provide
invaluable insights and generate real opportunities for existing
and potential customers. Together, we enhance our service to
customers, ensuring they maximize the value of both platforms."
"We are thrilled to be part of Total Expert's Marketplace to
help more organizations see the power of multi-channel direct mail
marketing," said Richard Irwin, chief executive officer and founder
at DirectMailers. "We have been servicing the mortgage and banking
industry for the past three decades. Partnering with Total Expert
has enabled us to help more lenders see how direct mail can support
marketing, from opted-in leads to closing more funded loans."
To learn more about Total Expert’s Marketplace, visit
totalexpert.com/marketplace.
About Total Expert
Total Expert is the purpose-built customer engagement platform
trusted by more than 200 financial enterprises. Total Expert
unifies data, marketing, sales, and compliance solutions to deliver
the perfect customer journey across every financial milestone—in
any market. Total Expert turns customer insights into actions that
increase loyalty and drive growth for modern banks, lenders, credit
unions, and insurance companies. Total Expert is now available for
purchase on the AWS Marketplace and Salesforce AppExchange.
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