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Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey.

“We are excited to support Forward Bank with an enterprise-wide platform that helps them engage and communicate with customers at precisely the right time, resulting in deeper relationships and customers for life.”

With community at the center, Forward Bank has been serving the rural areas of Central and Northern Wisconsin for over 100 years. Having grown beyond retail banking and mortgage services, Forward Bank offers a complete variety of service offerings for businesses, as well as a full-service insurance agency and an investment center with advisory and financial planning capabilities. With such a variety of services, it is crucial for Forward Bank to connect with customers and anticipate their needs during each stage of life.

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“We operate in a rural market and offer many digital channels for our customers, which makes in-person touchpoints more important,” said Jennifer Sobotta, vice president of marketing at Forward Bank. “Total Expert will help to expedite the digital onboarding process for our customers so we can stay better connected on a daily basis. This will allow our staff to be more forward-thinking and anticipate the needs of our customers through automated journeys.”

By adding Total Expert, Forward Bank will be able to identify customer behavior and quickly share custom marketing materials to drive growth and cross-selling opportunities. Forward will also be able to rely on Total Expert to manage automated customer journeys and drive digital onboarding, allowing loan officers and bankers to focus more time on cultivating relationships in the community.

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“With offerings from consumer banking and lending to insurance and investing, Forward Bank has a unique opportunity to provide customers with guidance and advice across every financial milestone,” said Joe Welu, founder and CEO of Total Expert. “We are excited to support Forward Bank with an enterprise-wide platform that helps them engage and communicate with customers at precisely the right time, resulting in deeper relationships and customers for life.”

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