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In mortgage lending, we all talk about “customer for life,” but is today’s tech stack really delivering on this? We’re very close in originations, but
Total Expert Founder and CEO Joe Welu was a guest on The Financial Experience Podcast, hosted by HiFi Agency Founder Hunter Young. “On the latest podcast,
NewFed Mortgage to use Total Experience Platform to deliver personalized messaging tailored to unique customer needs Total Expert, the customer experience platform purpose-built for lenders,
Fintech Leader Ranks in Top 50 Fastest-Growing Companies in the Midwest for Second Year in a Row Total Expert, the customer experience platform purpose-built for
In a recent Fresh Takes episode, Total Expert’s Chief Customer Officer Sue Woodard spoke with Brittany Hodak, the Chief Experience Officer at Experience.com. Their focus:
Finance of America has driven incredible success in the past year, doubling their customer retention and loyalty rates with customers. The organization credits the success with a
Total Expert Chief Customer Officer Sue Woodard joined HousingWire Editor in Chief Sarah Wheeler on the Housing News podcast to share her insight on the
Investors Community Bank Senior Vice President of Marketing Laura Wiegert was featured in the Financial Brand to discuss how financial institutions can enlist personalization strategies
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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.
