Northpointe Bank Personalizes Consumer Banking Experience with Total Expert

Banking
04.05.2022 08:00 am

Northpointe Bank, the largest national lender based in West Michigan, has begun using the Total Expert CRM and customer engagement platform to empower retail bank employees with relevant customer data in order to optimize the total consumer banking experience.

Northpointe Bank has relied on Total Expert for the past three years within its home lending business and has now expanded to retail banking based on the positive results. Total Expert helped Northpointe loan officers personalize outbound communications to consumers, identify cross-sell opportunities for new loans and services, and improve customer retention while optimizing their business processes. Northpointe Bank has helped more than 134,000 families with home financing since 2019, funding over $38 billion in loans in that period and earning Northpointe Bank a client satisfaction rating of 97% in Q1 2022.

“At Northpointe Bank the customer is always at the center of everything we do, and we continually work to provide a more personalized banking experience,” said Michael Winks, President, Lending & Retail Banking, at Northpointe Bank. “A few years back we recognized a need for a solution that could simplify our communications with home lending customers and free up time for our sales team to focus on more complex initiatives. We have seen firsthand what Total Expert has been able to accomplish, and want to leverage this platform for similar results with our retail banking services.”

Working with Total Expert, Northpointe Bank has been able to establish more consistent and personal customer communications, automate customer journeys, and achieve 85% open rates on marketing. Total Expert’s intelligent automation means busy loan officers and customer-facing banking teams can focus on developing strong customer relationships.

“We’re excited to expand our partnership with Northpointe Bank to help drive customer growth and loyalty for its retail banking team,” said Joe Welu, founder and CEO of Total Expert. “Northpointe Bank is a perfect example of how Total Expert’s modern, purpose-built platform can help teams develop lifelong customers. The company’s commitment to enhancing its customer experience through personalization and education is inspiring and has the power to change the whole banking experience.”