It’s budget season, is your institution funding initiatives that are going to drive growth? In the race to earn customer loyalty and sustain market share, you need to meet the demands of today’s financial landscape through technology. Learn firsthand how to build a winning strategy that gets your projects prioritized and funded with experts, James White, industry principal, and Ryan Pichinni, VP of GTM strategy at Total Expert.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
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.
