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In just one year, Total Expert Customer Intelligence has helped modern banks, credit unions, and lenders drive growth and uncover opportunities they didn’t even know existed.
Barbenheimer was the perfect example of how to disrupt an industry and find success by embracing unexpected business strategies and communication tactics. Here’s what the FinServ industry could learn from it.
Total Expert Customer Intelligence helps lenders efficiently uncover and close the ripe mortgage opportunities hiding in their databases.
Total Expert Customer Intelligence helps lenders efficiently uncover and close the ripe mortgage opportunities hiding in their databases.
Total Expert’s General Manager of Banking, James White, wrote an article for Nasdaq to discuss why financial institutions that fail to look at ROI through a strategic lens could be significantly jeopardizing their long-term growth.
Let’s explore the new CMS rule changes, the implications they’ll have on marketing collateral and participant communications, and the importance of remaining compliant in the Medicare marketing landscape.
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.
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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.
