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Arrival of new CTO emboldens Total Expert’s commitment to revolutionizing how financial institutions engage with their customers.
Arrival of new CTO emboldens Total Expert’s commitment to revolutionizing how financial institutions engage with their customers.
Arrival of new CTO emboldens Total Expert’s commitment to revolutionizing how financial institutions engage with their customers.
Total Expert Founder & CEO Joe Welu is recognized as a trailblazer in the housing and mortgage finance industry as the platform helps lenders navigate a challenging market.
Large U.S. lender accelerates deal flow, uncovers hidden lending opportunities, and turns a common open house task into a competitive differentiator.
Customer Intelligence, automated Journeys, and built-in digital content library are helping credit unions deliver enhanced member experiences at scale.
In Total Expert’s summer platform release, new functionality helps financial institutions turn their existing database into a deal flow engine.
Inc. revealed today that Total Expert ranked on the 2023 Inc. 5000, its annual list of the fastest-growing private companies in America, for the sixth year in a row.
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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.
