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.
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.
“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
Read the Total Expert case study to learn how the Total Experience Platform helped Alerus Financial Corporation drive a better customer journey.
Momentum Loans is a Utah-based mortgage lender focused on bringing technology and people together to transform the lending experience for its customers. With nearly 50
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.
