Dive into our latest headlines
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.
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
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.
