Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
Don’t give up on hopeful borrowers just because their credit score isn’t perfect. Guide and nurture them toward creditworthiness to build trusting, lifelong relationships.
Driving deposit growth while retaining existing accounts is a delicate balancing act. Let us help you walk the tight rope like an acrobat.
Life events can have significant financial implications—and require considerable planning and preparation—for your customers. Learn how to support them when they need it most and position yourself as a trusted financial partner for life.
Total Expert General Manager of Banking James White said three topics dominated the conversations at ABA Bank Marketing 2023. Here are his takeaways.
Total Expert General Manager of Banking James White connected with credit union leaders from across the country at ACUMA and noticed that a few topics are on everyone’s minds. Here’s what he learned.
Salesforce’s Dreamforce 2023 event was an incredible experience where professionals from around the tech world gathered to share knowledge, insights, and innovations. Here’s what we learned!
Banking depositors are more incentivized than ever to seek a new home for their money. Drive grow and increase retention by focusing on relationships, not transactions.
Total Expert is ushering in the new frontier of Customer Intelligence with our Equity Enrichment capabilities for lenders and loan officers.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
