3 Ways We Fine-Tune Our Outreach with Total Expert
Here are three ways Atlantic Bay Mortgage Group makes sure every customer receives the messages that are most impactful to them.
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Here are three ways Atlantic Bay Mortgage Group makes sure every customer receives the messages that are most impactful to them.
High-impact features empower financial institutions to drive growth and boost customer retention.
Julian Hebron, founder of The Basis Point, sheds light on the recent headlines around inflation, rate spikes, and more.
CIVIC Financial Services shares three ways they leverage Total Expert to increase customer retention.
Nearly two years after COVID-19 rocked the world, many have found (and still find) themselves trying to get back on their feet. If there was ever a time to lend a helping hand to a neighbor, friend, or stranger, it’s now.
U.S. homeowners now have access to an average of $178,000 in tappable equity.1 Now, though, with rising rates anticipated to curb home prices, and thereby equity, consumer urgency is building for home equity lines of credit (HELOC).
Total Expert earns coveted positions in four of G2’s 2022 Winter Reports.
The first meeting of our inaugural Customer Advisory Board took place in Minneapolis at the end of 2021. Read on for the key themes and insights we gathered from our customers.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. 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.