Customer Intelligence, automated Journeys, and built-in digital content library will help top credit union deliver the perfect member journey
Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 members. By leveraging Total Expert’s purpose-built engagement platform, LMCU will be able to tap into intent data to serve up robust educational and product offerings to their members at the precise moment.
“Our offerings at Lake Michigan Credit Union are some of the best available, but educating our members on all of their options is easier said than done”
With over 120 loan officers to support, LMCU needed a solution that was built to solve the unique challenges within mortgage lending and empower their team to lead with personalized communications to their members. With Total Expert, LMCU loan officers will now have access to a digital library of educational marketing materials that they can easily customize and share based on each member’s individual financial goals, reinforcing their value as a trusted partner and advisor. LMCU will use Total Expert’s automated journeys to effortlessly guide members and nurture leads.
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“Our offerings at Lake Michigan Credit Union are some of the best available, but educating our members on all of their options is easier said than done,” said Eric Burgoon, SVP of Mortgage Lending at LMCU. “Partnering with Total Expert will help our loan officers engage our members at the right time with the right information for their individual financial circumstances.”
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LMCU will also tap into the power of Total Expert’s Customer Intelligence to monitor member behavior and intent data, like when a member lists their home on the market or reaches a specific equity threshold. Customer Intelligence will be crucial for LMCU as they work to identify opportunities for growth and cross-selling.
“LMCU has an impressive track record that stems from its dedication to deliver the best possible outcomes for members along with a seamless member experience,” said Joe Welu, founder and CEO of Total Expert. “We’re excited to watch their relationships grow as they more deeply connect and communicate with members, and leverage data to unlock tremendous amounts of value.”
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