Dive into our latest headlines
Prestigious International Annual Awards Program Honors Standout Marketing, Advertising, and Sales Technology Around the World Minneapolis – August 11, 2022 – Total Expert, the only CRM and
The summer product release includes capabilities and integrations to drive pipeline through new referral partners and improved lead management MINNEAPOLIS—August 10, 2022— Total Expert, the CRM
Total Expert announced the companies and individuals displaying an extraordinary commitment to customer experience as winners of the 2022 Expy Awards.
Total Expert kicks off Accelerate 2022, their annual customer conference taking place in Nashville.
New features for lenders, banks, and credit unions will help financial institutions better navigate customer relationships.
Northpointe Bank expands their partnership with Total Expert to build deeper customer relationships.
Our Founder and CEO Joe Welu shares his insight on the current and future state of the banking industry with Authority Magazine.
Joe Welu shares insight into current market opportunities and how lenders can leverage data for a more personalized customer journey.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
