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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.
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
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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.
