Total Expert challenges me to think about how I can do things better. It’s ever-changing, with new tools and functions constantly coming out.
Total Expert is our friendly, one-stop shop for all things marketing. From flyers to social media and emails, it’s all in Total Expert. It’s all consistent.
Opportunities are endless with Total Expert, and we plan on continuing to see our numbers increase while maintaining our personal touch.
Our former tech infrastructure had its limitations. The solution? Total Expert—a comprehensive platform that integrates various sales and marketing tools, offering us a complete view of our contacts’ lifecycle.
We are just getting started on our Total Expert journey. Knowing what lies ahead and the untapped potential is exhilarating.
At Intercap Lending success means bringing more loans through the door and Total Expert has become our not-so-secret weapon.
Our motto at Peoples Mortgage is “it’s all about the people.” And even though we’re growing, we want to keep that close, connected feeling.
Bryan Clark, SVP of Mortgage Banking, Dart Bank discusses how Total Expert efficiently and effectively helps accomplish key CRM objectives.
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.
