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Product release includes industry-leading integrations and features to continue building ecosystem, increase referrals, improve sales productivity, and keep deals from falling through the cracks MINNEAPOLIS—Nov.
The large national credit union will leverage the platform to support marketing and create deal flow as loan officers look to strengthen relationships with new
Founder and CEO of Total Expert is recognized as a leader in the housing and mortgage finance industry for the third year in a row
Customer Intelligence combined with Total Expert’s customer journey automation lauded as best-in-show by a panel of industry experts for its ability to drive deal flow
Industry titan joins the executive leadership team with 20 years of experience leading digital transformation in financial institutions MINNEAPOLIS – Sept. 13, 2022 – Total Expert,
The platform’s success underscores the need for personalized financial journeys in an uncertain housing market MINNEAPOLIS – August 23, 2022 – Total Expert, the only CRM and
The platform’s dedication to information security is highlighted through the achievement of internationally respected security standards MINNEAPOLIS – August 18, 2022 – Total Expert, the only CRM
The award reflects the platform’s growth and success in creating meaningful financial journeys in an uncertain market MINNEAPOLIS – August 16, 2022 – Total Expert, the only
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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.
