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Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced it has been selected by Fidelity Bank, one of the oldest and
New CRM and customer engagement functionality helps banks and lenders tackle market changes to acquire, nurture, and retain financial customers for life
With Total Expert driving relationship engagement, FinLocker enables consumers to achieve goals through personalized communication from their financial institutions
Inaugural awards program honors high-performing financial institutions for their ingenuity, innovation, and relentless focus on the customer
The company’s largest customer conference to date features customers, industry experts, and partners showcasing best practices for digital acceleration in mortgage and banking
Total Expert Founder and CEO Joe Welu has once again been named a HousingWire Vanguard.
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.
1600 Utica Ave S. Suite 800
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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.
