Two-thirds of consumers expect their financial institutions to understand their unique needs and expectations, so guessing is no longer an option.

A customer-first approach requires an understanding of how to best engage and support your customers for what’s next in their financial journey.

Join us for this live demonstration where Samantha Thielen from Total Expert shows how the Customer Intelligence platform can drive growth and retention for your financial institution. See firsthand how key customer insights trigger customizable workflows, allowing financial institutions to take action with messaging and campaigns based on a customer’s unique financial situation at that moment in time.

Key takeaways:

• How to deliver the perfect customer journey
• How Customer Intelligence is powered by customer insights and data
• How Customer Intelligence drives growth and increased customer retention
• How the perfect customer journey can increase wallet share

PRESENTER:

Samantha Thielen
Senior Sales Engineer
Total Expert

As a Sales Engineer, Samantha works directly with customers and prospects in banking, demonstrating how to build strategies to engage, retain, and cross-sell customers using the Total Expert platform.