BANKING
Supporting Bank’s Biggest Opportunities

OUR CUSTOMERS
The Impact of the Total Expert Platform







CHRISTIAN RUPPE

Drive Retention Through Deeper Customer Engagement

Onboarding
Lead New Relationships to Deeper Product Utilization
Cross-Sell
Expand Relationships with Additional Products and Services


Retention
Earn Lifelong Loyalty
Proven ROI with Big Impacts for Banks
Increased Borrower Retention
10% year-over-year growth in loan production.
Higher Customer Engagement
Teams Working as One
Productivity increased more than 20% from improved efficiency across sales, marketing, and compliance.
Defining Bank Innovation
Prevail Bank and Horicon Bank use Total Expert to drive business results from humanized customer connections.
Savings Banks Money
Modern Bank, Northepointe Bank, United Community Bank, and First Bank utilize in-platform, complimentary content to engage customers.
Purpose-Built, Industry Led

TOTAL EXPERT CUSTOMERS
Fred C. Schwertfeger
SVP, Chief Strategy Officer, Horicon Bank

TOTAL EXPERT CUSTOMERS
Nathan Quinnell
President, Prevail Bank

TOTAL EXPERT CUSTOMERS
Darin Scheidly
Training and Development/Origination Support Manager, United Community Banks
Become a Customer-First Bank
Data & Insights That Lead to Action
Industry-Tailored Journey
Empower Your Teams

CUSTOMER SUCCESS
You’re in Good Company
Total Expert powers many of the nation’s largest banks, and community banks across the country. Whether your team is big or small, you get access to the industry’s most extensive and proven tools, best practices, and ongoing support on how to build trusted relationships through effective digital engagement.