
Credit Union 1 Leverages Total Expert for Salesforce
See why Credit Union 1 selected Total Expert as the marketing automation platform to pair with its Salesforce CRM and member engagement platforms.
See why Credit Union 1 selected Total Expert as the marketing automation platform to pair with its Salesforce CRM and member engagement platforms.
On this episode of Expert Insights, Lance Lemoine, president of the mortgage division at Evolve Bank and Trust,
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert 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.