Dive into our latest headlines
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.
The finance industry has seen a wave of bank mergers this year amid uncertain macroeconomic conditions and a high interest rate environment.
Lake Michigan Credit Union (LMCU) has partnered with Total Expert to help drive personalized engagement to their more than 568,000 members.
Minne Inno is announcing the winners of its sixth annual Fire Awards. The following 40 companies have been chosen as the top players in solidifying Minnesota as a hub for innovation.
Every insurer has agents and brokers that consistently outperform the mean. But all-stars can’t carry the whole team. A key challenge has always been leveling up the performance of less-skilled and less-experienced producers.
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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.
