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News : Fidelity Bank Selects Total Expert to Expand Customer Relationships Through Data-Driven Insights

#contactcenterworld

Minneapolis, MN, USA, Oct, 2021 -- Total Expert, a customer experience platform purpose-built for modern financial institutions, announced it has been selected by Fidelity Bank, an independent local community bank serving customers in Central and Eastern Massachusetts.

Partnering with Total Expert, Fidelity Bank will bring CRM and marketing automation under one roof to empower front-line staff to make data-driven decisions and better serve customers. Fidelity Bank will leverage Total Expert to refine its customer engagement strategies aimed at helping consumers make well-informed and confident financial decisions.

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INVITATION
We invite you and your colleagues to join us LIVE as we take the highest rated industry conference back on the road in 2022 - join us and the elite in the industry at the 17th annual NEXT GENERATION Contact Center & Customer Engagement Best Practices Conferences!

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"Total Expert’s ‘bank-built’ CRM and customer engagement platform delivers a host of rich benefits traditional CRM platforms can’t match," said Joe Welu, founder and CEO of Total Expert. "We’re thrilled to partner with Fidelity Bank to create financial wellness for its customers, and build an authentic, connected customer journey--tying data and insights to the right action at the right time."

"We believe in the power of client relationships built on the foundation of true understanding, goal setting, and informed decision-making," said Christopher McCarthy, president and COO at Fidelity Bank. "With client-centric data, smart marketing automation, and caring communications, Total Expert will help us bolster our LifeDesign Banking approach with more clarity and confidence to our clients from onboarding through all of life’s banking decisions."

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Posted by Veronica Silva Cusi, news correspondent
Source: https://www.globenewswire.com

About Total Expert:
Total Expert Inc. provides the first modern, web based, enterprise-level sales and marketing software solution built specifically for mortgage and real estate. Sales, marketing, and compliance are aligned in a single system of record with tools including CRM, Marketing, and Co-marketing. Every marketing asset ever created, downloaded, or deployed is tracked with on-demand audit level reporting.

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More Editorial From Total Expert

Published: Monday, October 25, 2021

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2022 Buyers Guide
Get Listed
Automated Call Distributors

1.)

Premium Listing

Call Center Studio

Call Center Studio
Call Center Studio is the world’s first call center built on Google and is one of the most secure and stable systems with some of the industry’s best reporting. It is one of the most full-featured enterprise grade systems (with the most calling features, one of the best call distribution, outbound dialing features and integrations—including IVR, AI Speech Recognition, blended inbound/outbound calling and includes Google’s new Dialogflow and Speech API. Call Center Studio is the absolute easiest to use (with a 10 minute setup), and is the price performance leader with lower equipment cost and less setup time.

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Teckinfo Solutions Pvt. Ltd.

InterDialog UCCS
InterDialog UCCS inbound call center software caters to all incoming customer requests. These incoming requests can come through any channel of customer’s choice e.g. voice, video, email, chat, WhatsApp, facebook etc.. company page or from an integrated website chat. Using InterDailog UCCS call centers can respond to inquiries of the customers and they can also register the complaints of customer as a customer support desk.

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voiptime

Voiptime Contact Center
Our contact center solution allows processing the high volume of client requests from different channels (voice, webchat, email, web callbacks), running massive outbound dialing campaigns, and makes all call center operations visible for management. Voiptime Cloud Contact Center is a professional calling solution for outbound and inbound calls. It’s a plug-and-play software that immediately increases the productivity of your call center department. With the help of our solution you are able to:
- Automate lead prospecting and have 4x more live conversations daily;
- Increase the agent occupancy up to 80-90% with the help of the fastest Predictive dialer;
- Smooth out the peaks of calls by...
(read more)