The fast-growing Minneapolis-based fintech leader powers customer journeys for 25% of U.S. mortgages
MINNEAPOLIS, March 15, 2022 – Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, was again named to the 2022 Inc. 5000 Series: Midwest list, the most prestigious ranking of the fastest-growing companies in the region. This recognition marks the third-straight year on the list for Total Expert. The company has also been recognized alongside companies nationwide on the wider Inc. 5000 list the past four years.
“Being named to the Inc. 5000 year after year shows the deep commitment of our team to making customer success our top priority,” said Joe Welu, founder and CEO of Total Expert. “We take pride in our mission: helping banks, credit unions, and lenders deliver the perfect customer journey. Our human-first approach continues to drive tremendous value for our customers, helping them build lifetime customer relationships. It’s rewarding to see our strategy and innovation drumbeat paying off in the form of significant growth.”
As a platform purpose-built for financial services, Total Expert uniquely helps customers orchestrate the perfect customer journey by combining customer intelligence with automated marketing and sales workflows. The company has been on a steady growth trajectory, achieving a 4x increase in revenue over the last three years and serving nearly 175 financial services organizations, including 15 of the top 25 U.S. banks and lenders. Over the last year, Total Expert powered customer journeys for 25% of all U.S. mortgages.
“This year’s Inc. 5000 Regional winners represent one of the most exceptional and exciting lists of America’s off-the-charts growth companies. They’re disruptors and job creators, and all delivered an outsize impact on the economy. Remember their names and follow their lead. These are the companies you’ll be hearing about for years to come,” says Scott Omelianuk, editor-in-chief of Inc.
The Inc. 5000 announcement comes on the heels of several award wins for Total Expert, including being named a Leader and High Performer in multiple G2 reports, being recognized as the No. 1 CRM platform by STRATMOR Group, and earning a top spot on the list of the 2022 HousingWire Tech100.
Complete results of the Inc. 5000 Regionals Midwest, including company profiles and an interactive database that can be sorted by industry, metro area, and other criteria, can be found at inc.com/regionals/midwest.
ABOUT TOTAL EXPERT
Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience 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 totalexpert.com.
ABOUT INC. MEDIA
The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers and the credibility that helps them drive sales and recruit talent.The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.