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Total Expert General Manager of Banking James White connected with credit union leaders from across the country at ACUMA and noticed that a few topics are on everyone’s minds. Here’s what he learned.
Salesforce’s Dreamforce 2023 event was an incredible experience where professionals from around the tech world gathered to share knowledge, insights, and innovations. Here’s what we learned!
Banking depositors are more incentivized than ever to seek a new home for their money. Drive grow and increase retention by focusing on relationships, not transactions.
Total Expert is ushering in a new frontier of Customer Intelligence with our Equity Enrichment capabilities for lenders and loan officers.
To achieve long-term growth and stability, it’s time for banks and credit unions to focus on speed, agility, and short-term planning.
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.
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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.
