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.
Hosted by James White, Banking Industry Principal at Total Expert This webinar will show banking leaders the best practices that will establish their institutions as
Hosted by James White, Banking Industry Principal at Total Expert Your database is packed with hundreds of potential mortgage originations. But turning those data points
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,
The modern financial landscape is more competitive than ever, leaving banks and credit unions to battle one another for the hearts, minds, and wallets of
J.J. Slygh, Principal Product Marketer at Total Expert See firsthand how key data insights and activity alerts can trigger customizable Journeys that allow your credit
Customers don’t close their accounts when they go to another provider for new financial needs; they simply go elsewhere, unbeknownst to you. Fortunately, their legacy
The modern financial landscape is more crowded and complex than ever before, and as it grows, so do your customers’ expectations. That’s why the Total
See firsthand how key customer insights trigger customizable workflows, allowing financial institutions to take action with messaging and campaigns based on a customer’s unique financial
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Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
