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

Total Expert, the customer experience platform purpose-built for modern financial institutions, announced it has been selected by Fidelity Bank, one of the oldest and continually growing independent, local community banks serving customers in Central and Eastern Massachusetts.

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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.

“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.”

Total Expert will fuel Fidelity Bank’s 360-degree view of customer data across all bank locations so the bank can identify and improve customer onboarding and cross-sell opportunities across the organization. Fidelity Bank will integrate Total Expert’s marketing automation technology to seamlessly and consistently deliver a personalized and helpful experience along the entire financial journey.

“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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