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.
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
Mortgage lenders and financial institutions understand the power of human-first connections and social media can help foster these connections. But social media success is about
Why do credit unions miss out on cross-sell opportunities? Lack of personalization, department silos, and disparate systems are often the culprits behind members’ wandering wallets.
Check out our Customer Intelligence webinar where Total Expert’s own Chief Product Officer, Matt Tippets, and Senior Director of Product Marketing, Lora Osborn, discuss the
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Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform 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.
