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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.
Mortgage lenders and loan officers can use the integration to target audiences with personalized digital advertising Adwerx, a leading provider of automated, hyperlocal, and personalized
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,
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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.
