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This partnership helps forward-thinking mortgage lenders drive revenue, empowering loan officers with a 360-degree view of the customer and intelligent automation
As a financial sales pro, you need to focus on the highest priorities and best use of your time.
Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, today announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature designed to bridge the gap between marketing and sales teams and become more productive.
Total Expert Director of Strategy, Consumer Direct Josh Lehr was named one of NMP’s 40 Under 40 Influential Achievers of 2020. These 40 honorees are
Always up-to-date contact records enable hyper-personalized marketing that improves loan pull-through and borrower satisfaction Total Expert, the fintech company behind the first fully-integrated marketing and
Partnership with Alloy Labs Helps Community and Mid-Size Banks Deepen Relationships with 30 Million Customers Nationwide Total Expert, creator of the leading marketing and customer-engagement
Total Expert Founder & CEO Joe Welu was featured in Mortgage Professional America to weigh in on maintaining customer engagement and the crucial role technology
Total Expert, the fast-growing marketing and customer-engagement software firm that serves financial-services providers, has raised $52 million in its third round of equity funding.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
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.
