The Expy Awards

Each year, we recognize customers leveraging Total Expert to drive the future of customer experience in financial services with The Expys, an awards program that celebrates high-achieving companies and individuals and applauds ingenuity, innovation, hard work, and customer-centric strategies.

8 Award-Winning Customer Experience Strategies from Industry Trailblazers

The inaugural class of Expys winners was impressive, with five financial institutions and three individuals taking home honors for the incredible work they accomplished using Total Expert. Download the eBook to learn more about how these innovators are driving growth and bringing customers back for more.

Why nominate your organization for an Expy?

  • Showcase your team’s performance and success within your organization and to your peers
  • Position your organization as an innovative, modern financial institution—stand out in a crowd!
  • Receive recognition through a press release and spotlight activities


The Expy winners will be announced at Accelerate in June – someone from your organization must be in attendance to win!

Expy categories

The Conductor

Your organization is surfacing borrower intent using consumer insights and alerts. No waiting around at this organization – you know when consumers act and are instantly sending the right message at the right time, driving improved customer retention and a better experience.

The Game Changer

Your organization is driving customer experience to greater heights by harnessing the power of data and putting that data into action. And the insights you’ve gained are driving meaningful organizational change–all while raising your profile as a strategic leader.

The Technology Trailblazer

Putting smart technology to work and blazing the trail for the industry is built into the DNA of this organization. You’re a team of early adopters who know the power to transform lies with a strategic, modern technology stack and a willingness to drive meaningful change.

The Modernizer

You’re blowing the doors off dusty pre-conceptions of a financial institution. Your company is modernizing customer experiences through an innovative sales and marketing approach, which is in turn giving your top talent tools they can’t live without.

The Adopter

Without universal adoption, even the most innovative technology becomes shelf ware. Your organization has created demand for Total Expert among users, driving big ROI and sending conversion rates through the roof.

The Expander

Your organization is looking across the business to connect customers with the right products and services at the right time. You’re breaking through data silos to maximize ROI and improve the customer experience in all areas of your organization to drive new revenue streams.

The Journey Wiz

While Total Expert makes it easy to create a customized journey, it takes a dedicated professional to cast the magic spell that drives retention and creates lifelong customers. This individual is a wizard when it comes to building Journeys that connect with prospects and customers with the right message at the right time.

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Nurturing Agent Relationships with Purpose-Built Automation

Jelaire Grillo, one of our 2021 Journey Wiz winners from Prosperity Home Mortgage, LLC., collaborated with Total Expert stakeholders to create innovative, complex journeys that connect with customers and prospects.

Transforming Manual Headaches Into a Well-Oiled Machine

Atlantic Bay Mortgage, the winner of the Automator, shares their success of creating efficiencies with automation that ultimately support business goals—setting up a Journey once and letting automation go to work with relevant and timely emails that engage their readers.

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The nominations for the 2023 Expy Awards have closed, and the winners will be announced at Accelerate in June!

Looking for more stories of Total Expert customers creating award-winning results? Access our library of customer case studies.