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Total Expert’s fall release includes new products and functionality with a variety of updates focused on enhancing customer experiences by enabling financial institutions to more easily manage and oversee individual touchpoints across lending and banking journeys.
Christian Ruppe, VP of Digital Banking at Horicon Bank, sees losing touch with customers as a risk to the bank as it grows. What’s he not worried about? That Total Expert will support customer connections.
Total Expert was honored to host our bank and lender customers at our 2021 Accelerate conference in Scottsdale, Ariz.
Most mortgage lenders outsource critical operations to technology companies to reduce costs, mitigate risk, or find specialized skillsets not staffed in-house.
It’s been an amazing week here at Total Expert’s 2021 Accelerate customer conference. Nearly 300 customers, partners, and financial industry thought leaders convened in Scottsdale, Ariz. to discuss innovative and effective ways to drive growth, earn customer loyalty, and translate data into action.
If you are a marketer at a financial institution reading this, you probably already know “customer experience” (CX) is the single best way to build stronger, deeper, longer-term relationships with borrowers and depositors.
The new imperative: deliver personalized experiences at scale. To do this, banks must have a CRM designed for the world of retail banking.
Total Expert shares three refi playbooks that enable lenders to win refi market share and deliver the ultimate refi journey.
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Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement 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.
