Knowledge Center

Explore our knowledge center to build relationships that last and accelerate growth


Opportunity or Destruction Part 2: Forcing Adoption

Just doing what you’re comfortable with is no longer enough to win in today’s market…


Bank Marketing Pitfalls Part 1: Failure to Define Customer Personas & Remove Data Silos

Banks are continually evolving to leverage new technology and meet rising consumer expectations for convenience,…

Customer Success

Hear from clients

Customer Success

Mountain West Financial Combines Technology with Human Connection to Create Customers for Life

Customer Success

The Total Experience Platform Recruits and Retains Top Producers for Finance of America

Customer Success

Trinity Oaks Mortgage Expands Customer Relationships with Total Expert


Expert strategies


Servicing is Key to Customer for Life


The Customer for Life Tech Stack


Delivering ROI by Going All-In on Customer Experience


Marketing help


2021 Goal: Play for Keeps

A practical starting place for customer experience in a (dis)connected world


6 Things an Effective Onboarding Strategy Must Include

Our latest playbooks dive into how to increase customer retention by optimizing their onboarding experience.


How to Drive Customer Retention After the 2020 Refi Boom

The unprecedented, pandemic-related events of 2020 have culminated in a rare and extraordinary lending convergence…


Company info


The Financial Experience Podcast: Less Widgets, More Value Creation

Total Expert Founder and CEO Joe Welu was a guest on The Financial Experience Podcast,…


Total Expert Empowers New Fed Mortgage to Build Trust and Drive Engagement

New Fed Mortgage to use Total Experience Platform to deliver personalized messaging tailored to unique…


Total Expert Again Recognized on the Inc. 5000 Series: Midwest List

Fintech Leader Ranks in Top 50 Fastest-Growing Companies in the Midwest for Second Year in…

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Get ahead of rising consumer expectations with personalized customer journeys that scale