Expert Insights: A Customer-First Culture for Modern Lenders with Steve Jacobson
June 23, 2022
Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.
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.
As Total Expert grows, we continue to seek out customer feedback so that we can act on it and provide the technology solutions they need to grow their businesses. That’s why we’re so proud to be recognized as an industry leader on G2, the most trusted independent user review site in the tech world!
Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.
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
1600 Utica Ave S. Suite 800
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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.