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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
In a conversation on Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard spoke with Anne Legg, founder of Thrive Strategic Services, about how
National Mortgage News has released their list of the “Best Mortgage Companies to Work For,” which recognizes the industry’s top-tier employers based on employee feedback. This
For the fourth year in a row, Total Expert is recognized for helping customers optimize the digital mortgage experience Total Expert, the customer experience platform
On Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard talked to Michael Guidotti, Vice President of Integration and Branch Technology at American Pacific
Duo joins the executive team to empower banks and lenders, personalize engagement strategies, and build customer-centric relationships that fuel the company’s momentum
On Nov. 1, 2019, Total Expert Founder and CEO Joe Welu was featured in Credit Union Times.
Stearns Lending, LLC, a leading independent mortgage bank in the wholesale, retail and strategic alliance sectors, implemented the Total Expert Marketing Operating System® (MOS) to personalize marketing and engagement efforts, boost loan officer productivity and drive business growth.
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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.
