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It’s no secret that the art of customer service in the modern era is something that banks desperately need help with.
Capital raise more than doubles previous funding total…
The leading fintech that powers marketing and engagement for top banks and lenders plans
expansion of AI, machine learning and predictive analytics capabilities
Total Expert MOS drives 321% ROI for banks and lenders by improving loan officer productivity, incremental gross profit, and marketing and compliance staff productivity
Brian Walerius played a key role in the company’s growth over the last several years. Walerius joined Total Expert in 2015.
Humanized marketing is tough. It takes time to build relationships with your customers so that you’ll know their needs well enough to deliver the information they need when they need it most.
Fintech Leader Recognized as a Fastest-Growing Company Following a Record 1559.7% 3-Year Company Revenue Growth
The primary goal of the onboarding process is to provide an exceptional customer experience.
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.
