Don’t miss these top lending, fintech, and marketing pros run down tactics to ensure you keep every purchase and refi customer in this hot-but-tough market.
Don’t miss these top lending, fintech, and marketing pros run down tactics to ensure you keep every purchase and refi customer in this hot-but-tough market.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.