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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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From Insight to Impact: How AI Is Transforming Borrower Relationships

Join industry experts to explore how purpose-built AI can help your teams connect more personally, respond faster to opportunities, and create the ideal customer journey.
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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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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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AnnMarie Wallace
Customer Engagement

Modernizing a Legacy: Fifth Third Bank’s Strategic Adoption of Technology

According to AnnMarie Wallace, Mortgage Marketing Program Manager at Fifth Third Bank, it's about using powerful tools to give a dedicated team of LOs the resources they need to serve the community, one member at a time.
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Kari Poel

The Blueprint for Loan Officer Success: How We're Using Automation to Win at LMCU

Kari Poel from Lake Michigan Credit Union shares her story about utilizing Total Expert to improve the experience for loan officers and members.
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“The WINS I’ve seen and had with Total Expert!”
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“Total Expert changes the marketing game.”
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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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