Our Banking Bullseye: Replacing Surefire CRM with Total Expert
December 20, 2022
Bryan Clark, SVP of Mortgage Banking, Dart Bank discusses how Total Expert efficiently and effectively helps accomplish key CRM objectives.
Bryan Clark, SVP of Mortgage Banking, Dart Bank discusses how Total Expert efficiently and effectively helps accomplish key CRM objectives.
In 2020, we knew a new CRM system was the way we at Horicon Bank needed to modernize — to become more digital and intentional
On this episode of Expert Insights, Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, joined our host, Joe Welu, to discuss
On this episode of Expert Insights, Brian Vieaux, president and COO of FinLocker, spoke with our host, Joe Welu, on going beyond a transactional mindset to deliver
Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.
Melissa Wright of American Pacific Mortgage joins Expert Insights to share her entrepreneurial journey.
On this episode, Bill shares how he and his team created and delivered on their vision for Dart Bank to provide a modern banking experience
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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.