“Customers will receive materials that feel like we know them so that we can connect with them – and then they feel connected with us.”
Dawn Bradshaw, Chief Marketing Officer, Wintrust Mortgage
Dawn Bradshaw, Chief Marketing Officer, Wintrust Mortgage
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.