New Features for Financial Sector Data Platform

In the US, financial institution customer engagement platform TotalExpert has upgraded its Customer Intelligence solution to help clients drive greater customer loyalty via greater understanding of their needs, and more personalized communication.

Available via the AWS Marketplace and Salesforce App Exchange, Customer Intelligence was launched last year, since when the firm says it has automated customer journeys that have led to more than $10.9bn in loan applications and $5.8bn in funded loans, many of them 'from re-engaged leads and former customers that would have otherwise been missed'.

The new version features 'equity enrichment', tapping data about customers' holdings including equity amounts, equity percentage, loan-to-value (LTV) ratios, LTV change, and remaining balances - to build improved segmentations and strengthen the hand of loan officers. The firm plans to add 'credit improvement and life event insights' in the near future.

Founder and CEO Joe Welu (pictured) comments: 'With a shifting market, our top priority is to support our customers' immediate need to drive growth and retention. Our latest product release delivers another critically important and valuable milestone in our Customer Intelligence roadmap as we help customers turn their existing database into a powerful deal engine and centralize lead generation'.

The new release also includes advanced lead management capabilities centralizing the business leads clients have developed and bought in on a single platform where they can be routed and activated. There are also integrations with new partners adding recruiting, pricing and POS data.

Web site: www.totalexpert.com .

All articles 2006-23 written and edited by Mel Crowther and/or Nick Thomas, 2024- by Nick Thomas, unless otherwise stated.