Credit Union 1 Leverages Total Expert for Salesforce
March 8, 2023
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.
Dart Bank needed to replace an ineffective CRM with one that could meet the needs of a dispersed, hybrid workforce and constantly changing customer preferences.
When an antiquated CRM system wasn’t meeting Midwest BankCentre’s needs, they knew the time had come to modernize the bank’s sales and marketing tech stack.
With Total Expert, Luminate can deliver relevant, timely, educational content based on their customers’ financial needs and goals.
Using Total Expert Customer Intelligence, within just one month, they identified 2,000 previously unknown opportunities by monitoring their database.
By leveraging automation and merging customer data into a single source of truth, Inland Home Mortgage achieves open rates three times the industry average
“Total Expert is one of the best technology partners we work with. They are constantly seeking constructive feedback, so they can build the right solution
Since 1906, FirstBank has been serving communities in the southeastern U.S. to empower residents and small business owners in their financial journeys. In the past
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.