Total Expert’s Annual Accelerate Conference: Growing Financial Relationships with Elevated, Tech-Driven Engagement

Accelerate 2024 calls on financial services leaders, innovators, and trailblazers to “Ignite Your Future” in Minneapolis from June 24-27

MINNEAPOLIS— June 13, 2024—Total Expert, the FinServ leader in customer engagement software, announced its upcoming Accelerate 2024 conference. This annual event brings together banks, credit unions, mortgage lenders, and insurance agencies to explore innovative, tech-driven customer engagement strategies.

This year’s conference, themed “Ignite Your Future,” will take place at The Depot event center in Minneapolis from Monday, June 24, through Thursday, June 27. Throughout the conference, Total Expert will demonstrate how empowering financial services institutions with modern, purpose-built technology will help them deliver personalized experiences and engage customers in meaningful conversations that build and nurture lifelong relationships. 

“Accelerate is the premier conference for financial institutions, power users and industry trailblazers to explore how the Total Expert customer engagement platform helps build customer-for-life organizations.” said Joe Welu, founder and Chief Executive Officer at Total Expert. “Customer engagement is the bedrock of loyalty and under the ‘Ignite Your Future’ theme, we will provide education, market insights, and innovation to support attendees in leveraging technology to accelerate growth.” 

Joe Welu will kick off the conference with a keynote presentation along with addresses from Sue Woodard of STRATMOR Group and Brent Gleeson of TakingPoint Leadership. The conference will feature a lineup of other industry expert speakers, including Fabio Biasella, Engage FI; Chris Cline, Independent Insurance Agents and Brokers of America; Jason Henrichs, Alloy Labs; Chris Otey, CU 2.0; Neil Stanley, The CorePoint; Kiah Lau Haslett, Bank Director, and many more.  

The fourth annual Expy Awards, which recognizes high-growth companies in the financial services industry leveraging innovative technologies to enhance customer relationships and experiences, will be presented during the event on Tuesday, June 25. 

Total Expert’s growing partner ecosystem and tech collaboration designed to drive growth has established Accelerate 2024 as a premier fintech event, attracting sponsorship from some of the other most prominent names. These include platinum sponsors Amazon Web Services, Birdeye,, and InGenius; additional sponsors; Dark Matter Technologies; Adwerx, Box + Bestow, Capacity, CleverPro, Kensie Mae,, Optimal Blue,, Polly, The Mortgage Collaborative, Transformational Mortgage Services, Truv, Evocalize and Cogneesol. 

To learn more and register for Accelerate 2024, visit  

About Total Expert    

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. 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