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.
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.
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.
