“…They can go out to their partners and really gain interest and start the conversation to pitch all of the excellent services we offer.”
Greg Pettersen, Digital Marketing Manager, RWM Home Loans
Greg Pettersen, Digital Marketing Manager, RWM Home Loans
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.