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Touche Analyzer

ListExpert

 

ListExpert™, a module for Touché® Analyzer, is the perfect solution for prospect marketing. Whereas Touché Analyzer is a database containing current client information, ListExpert allows you to input and manage lists of names (customer and non-customer) from virtually any source. A list is a group of customers/businesses from an outside source to be used as potential targets for contacts or analysis.

ListExpert provides your financial institution with:

  • The ability to manager prospect lists or any list from any source for information you don’t currently interface to Touché Analyzer
  • Interfaces with Touché Analyzer, so you can track prospects as they are converted to clients
  • The same research, reporting and production capabilities you’re used to in Touché Analyzer
  • List acquisition services available from Harland Financial Solutions

Because ListExpert is linked to Touché Analyzer, you have all the research, targeting and production capabilities you’re used to in Touché Analyzer. This also means you’re always able to identify non-customers and customers separately and you’re able to tell when a non-customer in ListExpert becomes a customer in Touché Analyzer. 

As an added convenience to our customers, we offer list purchasing services. Our purchasing power and expertise makes us the logical choice for your list needs. And, only we have the ability to scrub your list of current customers if you desire, saving you from wasting money purchasing names and addresses of people who are already in your Touché Analyzer database.

ListExpert enables your financial institution to:

  • Create your own interfaces on-the-fly using list information from a variety of formats
  • Manage the following types of lists/promotions:
    • Welcome new movers
    • Financial seminar attendees
    • Targeted prospect lists
    • Business lists
    • Credit card users
    • And much more!