With Integrated Design Studio, marketing teams can create compliant sales and marketing collateral while allowing for lender personalization.
FirstBank selected Total Expert as its all-in-one CRM and marketing automation platform to help provide an elevated, seamless experience for both customers and internal teams.
By capturing customer feedback during the loan and automating our review request process, we’ve seen a significant boost in our overall review ratings and NPS.
By improving efficiency and enhancing
their marketing efforts, the platform enables TFCU
to better serve its members and focus on its mission
of community support.
Leaders knew they needed to find an automated, SaaS-based CRM platform that would empower its loan officers to provide efficient and, most importantly, relevant member service.
Leaders at Castle & Cooke Mortgage needed a better way to empower their loan officers to self-serve their individual marketing needs and fit the demands of their unique markets.
In just four months using Total Expert Customer Intelligence, LMCU generated over $30M in funded loan volume. See how they’re using our platform to boost retention and attract new members.
Insurance agents boost productivity and customer engagement with the help of purpose-built sales and marketing automation tools.
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.
