Total Expert Announces Platform Enhancements to Drive Incremental Deal Flow

New integrations and features turn data into revenue for financial institutions

MINNEAPOLIS – March 7, 2023 –  Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced high-impact features and integrations that tap data and insights to accelerate deal flow for banks and lenders.

New additions to Total Expert Customer Intelligence enable financial institutions to easily connect data sources and immediately act on customer insights. By enriching customer profiles with multiple data sources, banks and lenders have visibility into customer intent and which type of financial benefit may be available to them when doing a new loan. These comprehensive customer profiles are then deeply integrated directly into the platform’s customer journey orchestration, which automates critical parts of the customer journey, such as reminding an advisor or loan officer to engage with a past customer with educational content on available options.

Since launching Customer Intelligence in 2022, Total Expert has surfaced insights and automated customer journeys that have led to over $9B in loan applications; many of these loans stemmed from re-engaged leads and former customers that had fallen through the cracks.

“Our team continues evolving our platform to match the needs of financial institutions. Today, our industry must look to new ways to build pipeline and connect more authentically with customers—the answer is in the data,” said Joe Welu, founder and CEO of Total Expert. “Our latest innovation is all about leveraging new lead sources—both customer databases and data integrations—to enrich customer records and uncover hidden revenue opportunities. Customer Intelligence is a game changer; we’re energized by the value our customers are realizing from it every day.”

This release boosts current integrations and adds new connections—all to build on Total Expert’s mission of a comprehensive financial profile for every customer. An enhanced integration with Encompass® by ICE Mortgage Technology® will allow Total Expert users to leverage the two solutions like never before. Users will now be able to seamlessly integrate data from Encompass and Total Expert to strengthen their holistic, data-rich customer profiles. And, eight additional new or enhanced platform integrations allow users to create a vibrant ecosystem of lead sources, including, Bankrate, Ownup, FinLocker, Blend, Polly, and Box and Bestow.

For more information about Total Expert, visit  

About Total Expert 
Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The platform 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. For more information, visit For conversations between modern banks and lenders on leadership and innovation, listen to the Expert Insights podcast, hosted by founder and CEO Joe Welu.