“Catherine is a wizard when it comes to using Total Expert to build journeys and connect the right people at the right time. Her work
“At Mortgage Investors Group, our main priority is improving the customer’s homebuying experience. With the help of Total Expert, we’ve been able to establish a
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“Our team members at Assurance Financial really are ‘people people,’ in every sense of the word. Using Total Expert’s purpose-built technology, we’ve been able to
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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.
