Industry Strategy Partners
We’ve partnered with some of the financial service industry’s leading organizations who demonstrate a total commitment to serving the needs of their customers and members at every stage of the financial journey. These partners are trusted advisors, consultancies, associations, and cooperatives of experienced professionals who leverage the best strategies and solutions to accelerate business and drive revenue.
A Marketing Agency (AMA) offers premier mortgage marketing services to end users of Total Expert. AMA has close to a decade of experience marketing for Loan Officers and a proven track record of success in any market. We offer a full spectrum of service packages to support marketing leaders and Loan Officers, depending on the unique needs of their business.
ACUMA is an organization of and for credit unions, dedicated to the simple principle that credit unions have both an obligation and a competitive need to become a premier provider of home loans for their membership. ACUMA brings together the shared real estate lending and financial interests of thousands of credit unions and CUSOs.
The Allow Labs Alliance is the only consortium that drives exponential growth for banks by leveraging powerful network effects. Their members work together to identify opportunities for differentiation and co-create solutions that give them a competitive edge.
ABA proudly represents institutions of all asset sizes and character types and is committed to making sure banks of all sizes stay on the cutting edge of innovation. ABA supports America’s banks as they perform their vital role in energizing the economy and helping communities thrive.
The Atlas team is highly experienced and well-equipped to tackle any CRM-related project. They have a full range of skills in-house and are able to think creatively to find solutions to even the most complex challenges. Very experienced in creating Total Expert Journeys.
CBA is the only member-driven trade association focused exclusively on retail banking and partners with the nation’s leading retail banks to promote sound policy, prepare the next generation of diverse bankers to lead the industry, and finance the dreams of consumers and small businesses.
CCUA represents credit unions in Delaware, Massachusetts, New Hampshire, and Rhode Island; empowering them individually and collectively to provide consumers with outstanding financial services.
Cornerstone Advisors was formed by some of the financial industry’s most respected strategy and technology consultants. Cornerstone Advisors works with banks, credit unions, and fintech to help them pinpoint, address, and strategically align their needs and outcome targets with their organization’s vision for near and long-term growth.
CU 2.0 is a digital consultancy and marketing agency with a mission to increase credit union market share through partnerships. They bring experience, passion, and a can-do attitude to the technology side of the credit union industry. They understand the importance of the credit union mission, community finance, and democratizing access to opportunity.
The Digital Growth Institute is on a mission to simplify digital marketing with the goal of helping banks and credit unions grow from good to great.
MBA is the only association representing all segments of the real estate finance industry. They bring together a variety of perspectives to develop innovative and balanced solutions to critical industry challenges, which enables their members to prosper and grow. They also have a dedicated team of policy and advocacy experts that drive legislation and regulation to ensure your business can operate at its full potential.
NAFCU is a direct membership association for federally insured credit unions. They are committed to representing, assisting, educating, and informing their members to help them grow. NAFCU focuses on strengthening credit unions by providing the best federal advocacy, education, and compliance assistance in the industry.
STRATMOR is the most trusted consulting firm in the mortgage industry, providing candid, date-driven advice that drives positive change in their clients’ organizations.
The Client Cube, is a full-service marketing, branding, staffing and advertising agency specializing in servicing mortgage lending, financial services and real estate clients who need assistance with a wide array of industry-specific marketing. They offer a wide range of services for any aspect of a customers marketing needs. The Client Cube has partnered with several Total Expert customers during implementation to create marketing materials, provide graphic design services, supplement marketing team resources, design marketing strategy, design and build journeys or assist with compliance review.
The Mortgage Collaborative is a growing member network comprised of independent mortgage banking companies, banks, credit unions, and mortgage service providers all working together to improve their business and the mortgage industry.
Transformational Mortgage Solutions (TMS) is a management consulting firm that provides a full range of advisory services to owners and “C-Level” executives of mortgage lenders of all sizes. This includes banks, credit unions, independent mortgage bankers as well as companies that provide financing, technology solutions or other services to mortgage lenders. TMS’s advisory services are provided via consulting, executive coaching and communications.