“We’ve been able to cultivate prospects – stay in front of them through a series of automations and drips throughout the process – as soon as they make first contact with us.”
Dan Catinella, Chief Digital Officer, Finance of America
Dan Catinella, Chief Digital Officer, Finance of America
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.