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Total Expert helps Planet Home Lending manage its brand on an enterprise level with automated communication and personalized experiences Planet Home Lending, a national mortgage
Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced a partnership with Prevail Bank, a Wisconsin-based federally chartered savings bank. Prevail Bank
New product capability makes it easy for marketing teams to gather key data points and support a more humanized customer engagement strategy Total Expert, the
Momentum transformed communication initiatives with Total Expert’s single platform to manage all sales and marketing activities When Momentum Loans, a Utah-based mortgage lender, sought to help
New CRM and customer engagement functionality personalizes experiences from lead to loyalty Total Expert, the CRM and customer engagement platform purpose-built for the financial services
Total Expert Founder and CEO Joe Welu was featured in The Financial Brand to share his insight on building authentic relationships in a digital world.
Total Expert Chief Customer Officer Sue Woodard was featured in Credit Union Times to outline her three-step approach to building lifelong member relationships. We all
Total Expert Chief Customer Officer Sue Woodard was featured in CU Management to discuss three steps credit unions can take to enhance their member experience.
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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.
