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Voice of the Customer

Voice of the Customer

Total Expert empowers modern financial institutions with purpose-built tools to surface greater insights, personalize engagements, and drive growth in any market. Let them tell you how.
AnnMarie Wallace
Customer Engagement

Modernizing a Legacy: Fifth Third Bank’s Strategic Adoption of Technology

According to AnnMarie Wallace, Mortgage Marketing Program Manager at Fifth Third Bank, it's about using powerful tools to give a dedicated team of LOs the resources they need to serve the community, one member at a time.
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AnnMarie Wallace
Customer Engagement

Modernizing a Legacy: Fifth Third Bank’s Strategic Adoption of Technology

According to AnnMarie Wallace, Mortgage Marketing Program Manager at Fifth Third Bank, it's about using powerful tools to give a dedicated team of LOs the resources they need to serve the community, one member at a time.
Learn more
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Kari Poel

The Blueprint for Loan Officer Success: How We're Using Automation to Win at LMCU

Kari Poel from Lake Michigan Credit Union shares her story about utilizing Total Expert to improve the experience for loan officers and members.
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Adria Bryant
Customer Engagement

Beyond the Band-Aid: How Total Expert is Fueling Forward-Thinking Growth at Liberty Federal

Adria Bryant, Sales Systems Manager at Liberty Federal Credit Union says the Total Expert platform allows us to maximize our potential as a credit union. We can focus on what we do best: building meaningful relationships.
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Heather Schetter
Customer Engagement

Beyond the Tech Stack: How Westerra Credit Union is Building Real Relationships

Heather Schetter, Mortgage Systems Owner, Westerra Credit Union says Total Expert is a complete platform that enhances the human connection.
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Evan Pereira
Customer Engagement

Mastering the Ecosystem: A Strategist's Guide to Total Expert

Evan Pereira, Senior CRM and Digital Success Strategist at Southern Trust Mortgage says Total Expert is a powerful tool that helps build a stronger, more successful company, one relationship at a time.
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Emmi Baker
Customer Engagement

From Skepticism to Success: How Our Total Expert Relaunch Drove Growth and Retention

Emmi Baker, Vice President of Marketing, talks about how NewFed Mortgage Corporation is winning with automation.
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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.

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