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The 2023 mortgage event season is over and saying we learned a lot would be an understatement. Here are Total Expert Chief Lending Officer Dan Catinella’s big takeaways from a challenging year.
G2 users have spoken! And their reviews have earned Total Expert a “2023 Winter Leader” ranking on the tech industry’s most trusted user-generated review site. Hear what they have to say.
Tune in to our latest Expert Insights podcast to learn how the Fed’s planned interest rate cuts in 2024 and 2025 will impact lenders and borrowers.
AWS’ re:Invent 2023 brought together tech professionals, leaders, and influencers to present innovative new solutions, share strategies for streamlining your tech stack, and provide a glimpse into the future of the tech world. Here’s what we learned!
Total Expert General Manager of Banking James White sat down with The Financial Brand Founder, and Host of the Banking Transformed podcast, Jim Marous to discuss how banking institutions can leverage Customer Intelligence to deliver personalized Journeys, create human and digital touchpoints, and transform relationships to drive growth.
In a year of volatility, leading financial institutions used game-changing Total Expert Customer Intelligence to connect with resilient consumer spending.
Financial institutions that use AWS can add Total Expert’s purpose-built sales and marketing tools to their tech stack without breaking their budget.
Don’t give up on hopeful borrowers just because their credit score isn’t perfect. Guide and nurture them toward creditworthiness to build trusting, lifelong relationships.
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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.
