The Value of Repeat Business: 3 Ways We Leverage Total Expert to Create Customers for Life
CIVIC Financial Services shares three ways they leverage Total Expert to increase customer retention.
Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
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.
We’ve noticed a lot of discussion in the mortgage industry around loan originator success – especially retaining those experienced, purchase-orientated lenders who know the market
Customer experience upgrades have become a primary strategic objective in 2022 for banks and credit unions.
Experts have predicted that 2022 will bring a year of transition for the mortgage market – moving from a refinance market to a purchase market as rates rise. Even more challenging, the overall market is expected to soften.
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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.