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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"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."
Posted by Veronica Silva Cusi, news correspondent
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.
Published: Monday, October 25, 2021
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