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Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation
The Partner Marketplace enables financial services marketers to implement a custom MarTech stack with best-in-class providers.
The Expy Awards program honors high-performing financial institutions’ innovation and commitment to delivering the perfect customer journey.
Accelerate 2024 calls on financial services leaders, innovators, and trailblazers to “Ignite Your Future” in Minneapolis from June 24-27.
Founder and CEO Joe Welu discusses the value of personalized customer engagement on an episode of Taking Stock with Trinity Chavez.
Leveraging its new partnership with Cogneesol, Total Expert users will now be able to seamlessly access integrations through their industry tech solutions.
Life Event data—the newest enhancement to Customer Intelligence from Total Expert—gives financial institutions the ability to engage at the moments that matter, maximizing the customer lifetime value.
Founder and CEO of Total Expert is recognized as a local leader in technology and for driving a culture of innovation
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
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.
