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Customer Success

Total Expert is purpose-built to help modern financial institutions win customers for life. Learn how we're helping them make that a reailty.

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Reputation Revolution: Driving Digital Success through Better Customer Experiences

In this webinar, join experts as they reveal how reputation management, local SEO, and customer experience data can drive tangible growth for lenders.
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Customer Engagement

NewFed Mortgage Corporation & Total Expert: From Underutilized to Unstoppable

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Customer Reviews

Assurance Financial is Maximizing Conversions with Customer Intelligence

Lindsi Flynn
Marketing Director, Assurance Financial‍
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Video testimonials

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Marketing Automation

Intercap Closes Over $95 Million in Loans in 6 Months Thanks to Automated Journeys and Integrated Data

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Lending

PrimeLending Delivers a More Personalized and Compliant Customer Experience

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Voice of the customer

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Technology

Ditching a Clunky CRM for a Powerhouse Platform

Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!
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Banking

How We Achieved 99% User Adoption at Northpointe Bank

Total Expert is our friendly, one-stop shop for all things marketing. From flyers to social media and emails, it’s all in Total Expert. It’s all consistent.
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Customer Reviews

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Customer REviews
“The WINS I’ve seen and had with Total Expert!”
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Customer REviews
“Total Expert changes the marketing game.”
Erica P.
Chief Credit of Policy
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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.

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