Expand your knowledge of the financial industry, get up to speed on the latest tech trends, and learn how to get the most out of Total Expert through live and on-demand webinars.
In this webinar, join Joe Welu and Mitch Kider as they explore the super-power that AI offers while discussing the compliance and regulatory considerations.
In this webinar, we’ll explore how advanced rate insights and enriched borrower data can help originators identify opportunities earlier and engage more effectively.
At Medicarians, industry experts sat down at Medicarians to discuss how to deliver better client experiences and boost engagement by leveraging data insights and technology.
In this on-demand webinar learn how to build a strategy that uses the data you have to identify and act on key events in your customers’ financial journeys.
In this webinar, experts discuss the importance of an enterprise strategy that incorporates compliant SMS into consumer communications.
Total Expert and Birdeye have partnered to help modern banks, credit unions, and mortgage lenders elevate their customer and member experiences while driving sustainable growth.
In this webinar, experts discussed the state of the rate environment, how to position yourself for refi success, and how to boost productivity by tapping the latest technology.
In this webinar industry experts discuss the NAR Settlement: what’s changing, the potential impacts to sellers, buyers, and agents.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
