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Total Expert Customer Intelligence can help loan officers identify the best, most advantageous time to proactively engage with borrowers about how they can take advantage of the equity in their home.
Total Expert’s General Manager of Insurance Ilya Filipov wrote an article for Big “I” that highlights how insurance agents need to leverage their customer data if they hope to develop better relationships and grow their business in the digital world.
For the seventh quarter in a row, phenomenal reviews from verified users have landed Total Expert a coveted “Leader” spot in G2’s Mortgage CRM report.
Co-marketing is typically the most important lead-gen channel for LOs, making it a key focus for driving LO adoption of Salesforce. The questions are: How can you help less-experienced LOs build healthy referral networks?
Data alone doesn’t generate value, and just getting your customer data into a CRM like Salesforce won’t drive ROI. Here are three keys to turning customer data into action that drives business value.
The 2023 Spring Platform Release adds new, purpose-built functionality and integrations to help modern financial institutions grow and sustain meaningful relationships with their customers and members.
Get a deeper look at how Total Expert can take your Salesforce deployment to the next level.
No matter the market conditions, you have the potential to capture more business from your existing contact database than you may realize.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform 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.
