In our Product Showcase Series, we’re diving into the specific features and functionality of Total Expert’s financial services technology platform to show you how we can help increase customer engagement, drive greater deal flow, and close more loans.
Customer Intelligence makes it easy to place borrowers into a credit improvement Journey that delivers helpful content throughout the process and alerts loan officers once the borrower has improved their credit enough to qualify for a mortgage.
By constantly monitoring your database for key behaviors and life events, Total Expert can help you identify and engage high-quality opportunities with personalized communications the moment a customer signals an insurance need.
Total Expert makes it possible to deliver the next best product, policy offer, or message to insurance customers across any channel.
Our compliant collateral solutions, allow you to leverage pre-built templates and expert-created content that incorporate required disclosures and disclaimers while maintaining each insurance agent’s unique branding.
Total Expert is ushering in the new frontier of Customer Intelligence with our Equity Enrichment capabilities for lenders and loan officers.
Equity Enrichment capabilities proactively update customer profiles so you can identify equity-rich customers and engage them personalized communications.
In this 2-minute video see how a user can work directly within Salesforce to take advantage of Total Expert’s complementary purpose-built features.
Integrate Total Expert with Salesforce and bring complementary features purpose-built for financial services to Salesforce users.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform 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.
