Total Expert Recognized in Now Tech: Retail Banking CRM Report
Now Tech: Retail Banking CRM report overviews CRMs, which help banks improve customer experience and develop and nurture customer relationships
Dive into our latest headlines
Now Tech: Retail Banking CRM report overviews CRMs, which help banks improve customer experience and develop and nurture customer relationships
Total Expert announces their annual customer conference and biggest event of the year, Accelerate 2021.
Total Expert’s Josh Lehr is named to HousingWire’s 2021 list of HW Insiders.
Total Expert Director of Technology Alliances Josh Lehr was featured in National Mortgage News to share three ways retail lenders can appeal to borrowers and
Total Expert Director of Technology Alliances Josh Lehr was featured in MortgageOrb’s Person Of The Week to shed light on the challenges and opportunities lenders face to reach consumers across multiple channels.
Wholesale and retail lenders leverage 6 Solutions data within Total Expert to improve broker and loan officer recruitment and engagement strategies.
Total Expert announced its ranking (No. 1014) on the 2021 Inc. 5000–a prestigious list of the nation’s fastest-growing private companies.
Two industry leaders partner to advance DE&I across mortgage and promote financial wellbeing
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.