Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
Financial institutions don’t lack the tools and technology they need to modernize their customer experience and drive growth. Their challenge is sifting through all the options to find what works best for them. That’s why we created the Total Expert Marketplace.
Learn how to build a case and secure the funding you need to modernize your tech stack + download our free Banking Budget Toolkit.
Learn how our partnership with Cogneesol is helping insurance agencies and brokers modernize their technology and streamline their operations.
Read Total Expert General Manager of Banking James White’s article on The Financial Brand that aims to help banks and credit unions across the country prepare for (and hopefully avoid) a historic deposit term tsunami in the next 12 months.
Read Total Expert General Manager of Banking James White’s article for Credit Union Business News that focuses on helping credit unions shift from a transactional mindset to a relationship-focused mindset.
Total Expert continues to impress users in the financial services industry with our purpose-built customer engagement platform. See how we earned a Summer 2024 “leader” ranking on G2!
Dan Catinella joined David Lyyken’s podcast to recap of Total Expert’s Accelerate conference, discuss the latest topics and trends, and share their insights into the future of lending.
Watch our session with Guided Solutions’ Blake McCoy from Medicarians 2024 to learn how you can boost your sales and marketing efforts while remaining compliant.
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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.
