KS StateBank has licensed the Total Expert Marketing Operating System to centralize marketing efforts and streamline the customer experience.

It provides the capability for originators to track interactions with customers, prospects and partners. KS StateBank has branches in Kansas and Arizona.

[caption id="attachment_11110" align="alignright" width="329"] Valencia: APIs and integrations allowed the bank to personalize customer engagement and marketing.[/caption]

“We needed a more robust solution to equip our teams with cohesive, on-demand marketing materials that met strict compliance requirements and allowed them to expand their co-marketing business,” said Jan Valencia, residential-mortgage systems project manager at KS StateBank. “It was critical to find a solution to automate the delivery of hyper-relevant messaging throughout the customer lifecycle. The open application-programming interface and integrations allowed us to maintain our current technology stack and empowered the flow of data, so we can personalize our customer engagement and marketing efforts.”

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The technology will empower the KS StateBank relationship managers to foster deeper relationships with their customers, prospects and co-marketing partners through the deployment of personalized, automated messaging, at scale. By leveraging consumer data paired with intelligent automation, they will be able to deliver the right message to the right person at the right time.

“We’ve seen a huge push in the financial services industry to personalize the customer experience and maximize the lifetime value of existing customers,” said Sue Woodard, chief customer officer at Total Expert. “We are thrilled to empower KS StateBank relationship managers to be the trusted advisor their customers turn to time and time again, cultivating customers for life.”