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Ratings and Reviews 0 Ratings

Total
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features
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What is eWards?

eWards is a SaaS platform specifically crafted to assist business owners in understanding their clients' needs, engaging with them through multiple channels, and increasing revenue by refining customer metrics. With partnerships spanning over 1,000 businesses, we understand that many entrepreneurs in growth phases often find themselves short on time and resources to focus on improving customer experiences. In response to these challenges, we provide an easy-to-use solution that not only maps out customer journeys but also actively involves them to enhance profitability. At eWards, we know our clients prefer to focus on making informed, strategic choices rather than getting bogged down by everyday operations, which is why we offer a customizable reporting module, an advanced automated customer engagement system, and an integrated CRM. Furthermore, we've created one of the most adaptable and feature-rich engagement tools on the market, empowering our clients to connect with their customers in innovative ways. This dedication to innovation and excellence establishes eWards as an essential ally in fostering business growth and elevating customer satisfaction, ultimately leading to long-term success. Our continuous efforts to refine our platform ensure that we remain at the forefront of industry standards.

What is TotalExpert?

Strengthen your relationships by leveraging high-quality integrations and advanced reporting tools to enhance the effectiveness of your data. By creating a consolidated source of truth, you can extract deeper insights that promote a comprehensive understanding of your clients and their financial journeys, ultimately revolutionizing engagement and improving the overall customer experience. Develop a data-centric ecosystem that forms the foundation of your sales and marketing strategies. Utilize these insights to evaluate performance indicators and obtain a more accurate view of your return on investment. Total Expert stands out as a specially crafted CRM and customer engagement solution designed specifically for banking institutions. Organizations partnering with Total Expert witness growth rates 2.2 times higher than the industry average, strengthening customer relationships, boosting retention rates, and elevating customer satisfaction—all achieved through an effective combination of digital tools and personal interactions. This strategy not only optimizes operational efficiency but also guarantees that customer requirements are prioritized consistently at every point of contact. Furthermore, by investing in such comprehensive tools, businesses can remain agile and responsive to evolving market demands, ensuring sustained success in a competitive landscape.

Media

Media

Integrations Supported

COZYROC SSIS+ Suite
TrustEngine

Integrations Supported

COZYROC SSIS+ Suite
TrustEngine

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Arjava Group

Date Founded

2016

Company Location

India

Company Website

myewards.com

Company Facts

Organization Name

Total Expert

Date Founded

2012

Company Location

United States

Company Website

totalexpert.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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