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.
HarborOne Mortgage Loan Officers Deliver a Personalized Experience with Total Expert.
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.
By leveraging automation and merging customer data into a single source of truth, Inland Home Mortgage achieves open rates three times the industry average
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.
