Total Expert for Salesforce: Integrating Purpose-Built Tools with a Horizontal Platform
Learn more about Total Expert for Salesforce and how it can benefit your organization.
Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
Learn more about Total Expert for Salesforce and how it can benefit your organization.
Julian Hebron of The Basis Point provides the latest data on 2023 rates and shares the outlook for prospective homebuyers.
Total Expert’s James White and Dan Catinella join host Joe Welu in this Expert Insights episode to make sense of the news, break it down in simple terms, and outline the opportunities.
On this episode of Expert Insights, our host Joe Welu is joined again by fintech evangelist and senior advisor for the STRATMOR Group and Total Expert.
Joe Welu and Dan Catinella are back for part two of the growth series as they share a step-by-step approach to double down on customer loyalty and turn every originator’s database into an appreciating asset.
Total Expert’s Chief Lending Officer Dan Catinella joins Joe Welu on Expert Insights to kick off their best practices for growth series.
As financial institutions address the rising rate environment, they must re-prioritize technology to focus on customer experience and retention.
Lenders who want to survive this fluctuation need to look to referral partners as a symbiotic relationship in this competitive landscape.
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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.