Mountain West Financial is continuously innovating, and Total Expert is their technology hub, enabling access to critical information and functionality.
By seamlessly integrating Total Expert with their broadened technology ecosystem, including their loan origination system and pricing engine, Atlantic Bay unlocked a world of potential.
The Total Expert platform unifies data from multiple different technology systems and provides a single, comprehensive customer profile of sales and marketing activity, and other important customer behavioral data.
See why Family Savings Credit Union selected Total Expert to help lower member attrition and modernize member communication.
With Total Expert, Dart Bank loan officer productivity has grown by more than 20%, and the bank’s Net Promoter Score (NPS) has skyrocketed.
See why Credit Union 1 selected Total Expert as the marketing automation platform to pair with its Salesforce CRM and member engagement platforms.
In six months, Total Expert Customer Intelligence surfaced and triggered personalized Journeys for 27,904 active loan opportunities that originated from 591,000 contacts across 547 originators in Prosperity’s database.
In this case study, see why ALCOVA moved to Total Expert to increase retention, build stronger relationships, and empower loan officers.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform 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.
