5 Strategies for Journey Success
Winner of Total Expert’s Journey Wiz Expy award Jake Pniewski shares winning strategies with essential customer journeys.
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Winner of Total Expert’s Journey Wiz Expy award Jake Pniewski shares winning strategies with essential customer journeys.
Hear more from Intercap Lending in this video where they share their experience with a purpose-built solution, the impact on their loan officers, and how it led them to generate over $95 million in loan volume in six months.
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.
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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.