Turning Users into Power Users with Total Expert Customer Intelligence
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 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”
“Total Expert understands our needs, and understands the scrutiny of our industry. It’s nice to actually partner with somebody that really does truly understand everything
“As a bank, we wanted a system that would work for more than just the mortgage department. We looked at several solutions, some that just
“Total Expert has helped replace so many different tools that we were using, to have a one-stop marketing system.” Moneek Langston, Vice President of Marketing
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.