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Total Expert Personalizes the Customer Journey With New Offering
May 01, 2019
Total Expert named Josh Lehr as the company’s new director of strategy, consumer direct

Total Expert has announced the launch of Journey Creator. Total Expert’s new product leverages data to anticipate the needs of consumers based on life events and empowers personalized marketing and engagement–with the end result being that banks and lenders are continually engaging consumers with relevant content and always adding value. More than just a marketing engine, Journey Creator is a simple drag-and-drop tool allowing financial marketers to create customized and personalized marketing and communications programs.
“People don’t want a mortgage or a 529 plan, they want what that product can do for them–give them a home to raise a family or allow them to send their kid to college,” said Joe Welu, Total Expert Founder and Chief Executive Officer. “At Total Expert, we are proud to give banks and lenders the marketing and sales solution they need to empower their salespeople and relationship managers to form deeper, more personalized relationships and engage with consumers organically throughout their lifetime in a holistic fashion.”
Total Expert is the creator of the Marketing Operating System (MOS), which personalizes and automates communication and engagement throughout the customer lifecycle at scale across the company. Journey Creator empowers banks and lenders to build highly customizable, automated and repeatable experiences with global tracking to give them an intelligent, 360-degree view of the customer and partner lifecycle.
In addition, Journey Creator is enhanced by Expert Content, comprehensive set of marketing content and industry best practices designed to help lenders and banks increase marketing and sales velocity.

May 01, 2019
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