Molded to Member-Centric Credit Unions.
Total Expert is the CRM and member engagement platform uniquely built for credit unions. Institutions that partner with Total Expert accelerate time to ROI and win deeper member relationships, enjoy wider product usage, drive higher retention, and provide greater member satisfaction – all through a more human approach.
Launch a Truly Engaging Member Experience
The Total Expert platform gives credit unions the digital tools they need—data, insights, automation, and compliance management—to deliver deeply personal interactions and experiences that build trust, deepen loyalty, and create lifelong relationships.
Big Impacts for Credit Unions
Increased Borrower Retention
10% year-over-year growth in loan production.
Higher Member Engagement
Staff in Sync
Productivity increased more than 20% from improved efficiency across teams – member-facing, marketing, and compliance.
Defining Banking Innovation
Prevail Bank and Horicon Bank use Total Expert to drive business results from humanized connections with borrowers and depositors.
Saving Credit Unions Money
Four financial institutions utilize in-platform, complimentary content to engage depositors and borrowers.
Alloy Labs consortium of community and mid-size institutions informs platform development to drive innovation and solve industry pain points.
Know Your Members and Serve Them Well
Understand Your Members
Integrate data from every major industry banking core to understanding your depositors and borrowers. Turn data and insights into communications that deliver relevant value.
Engage new depositors at key moments that impact product usage. Retain borrowers through timely, personalized communication. Develop stickier banking relationships founded on a humanized experience.
Empower Marketing, Unite Member-Facing Staff
Increase collaboration between experience teams, in-branch staff and marketing with automation and marketing assets – emails, flyers, campaigns, and data-triggers – designed in-platform. Free your people to focus on defining the details of your credit union’s unique member experience.