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Total Expert kicks off the company’s annual conference showcasing innovation in customer experience and the game-changers making it happen.
Canvas Credit Union will utilize Total Expert Customer Intelligence to anticipate member needs and deepen relationships.
Total Expert announced new capabilities that provide financial institutions with visibility into lead funnels so they can quickly pivot marketing and engagement strategies.
Forward Bank has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships.
Liberty Home Mortgage partners with Total Expert to accelerate deal flow, drive efficient marketing activities, and create comprehensive customer profiles.
Total Expert, the customer engagement platform purpose-built for modern financial institutions, is now available in AWS Marketplace.
Total Expert is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights to engage clients and prospects like never before.
Total Expert today announced it has updated Total Expert on Salesforce AppExchange, providing customers new ways to enhance the ROI of their Salesforce integrations.
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.
