The Expy Awards
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.
The Conductor –
The Game Changer –
Mortgage Investors Group
The Technology Trailblazer –
The Modernizer –
American Pacific Mortgage
The Adopter –
Mountain West Financial
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 Journey Wiz –
Catherine Moore, Jaci Betor, Amber Mann
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.
Catherine Moore, United Community Bank Mortgage Services
Jaci Betor, Fairway Independent Mortgage Services
Amber Gmerek, Mann Mortgage
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.
Modernizing the Community Bank
In this video, Digital Banking VP Christian Ruppe shares how Horicon Bank, the winner of the Technology Trailblazer award, is handling their growth while maintaining customer relationships, and why finding a technology partner — one who intimately understands the banking industry — was a must.
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.