Adding the Human Touch to Bank Marketing
December 9, 2022
In 2020, we knew a new CRM system was the way we at Horicon Bank needed to modernize — to become more digital and intentional
Total Expert is empowering modern lenders, banks, credit unions, and financial services organizations with purpose-built tools to surface greater insights, personalize customer engagements, and drive growth in any market. Let them tell you how.
Hear why our customers chose Total Expert over one-size-fits-all platforms and legacy CRMs.
Hear how our customers are surfacing high-quality opportunities and enriching their customer profiles with deeper insights thanks to Customer Intelligence.
In 2020, we knew a new CRM system was the way we at Horicon Bank needed to modernize — to become more digital and intentional
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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. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.