Total Expert Earns 2023 Top Workplace Award by Star Tribune
June 20, 2023
Total Expert has been awarded a Top Workplaces 2023 honor by the Star Tribune.
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Total Expert has been awarded a Top Workplaces 2023 honor by the Star Tribune.
Total Expert announced the winners of the 2023 Expy Awards, recognizing industry trailblazers who are reimagining the customer journey.
While bank stocks may have rallied from the earlier spring selloffs, many investors are hesitant to go all-in. Growing cost pressures and economic uncertainty still exist, and there is a need to refocus their financial strategy to restore healthy profit margins, return on equity (ROE), and return on assets (ROA).
After years of relying primarily on rates to bring in customers, the increase in financing costs in the past year has made it clear that mortgage lenders need to step up their game.
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.
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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.