Total Expert helps free up time for Evolve Bank and Trust loan officers allowing a greater focus on lead gen, prospecting, and connecting with realtors.
With Total Expert’s simple to use purpose-built platform, Paramount Residential Mortgage Group gets more than just a technology solution.
Hear how Luminate Home Loans is utilizing Customer Intelligence plus alerts to customize customer communications throughout their financial journey.
Hear how Prosperity Home Mortgage, LLC is utilizing Customer Intelligence plus alerts to help lenders engage with their database in a smart way.
Hear how Family Savings Credit Union modernized communication while improving member interaction and retention with the help of Total Expert.
Hear how Guided Solutions is revolutionizing their insurance communication strategy with the help of Total Expert for Salesforce.
Dart Bank Loan Officers Are Head Over Heels for Customer Intelligence
Credit Union 1 Declares Its Total Expert and Salesforce Integration a “No-Brainer”
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.
