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!
Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!
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 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. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
