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.
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
This webinar features three industry leaders, including Total Expert’s own Chief Product Officer, Matt Tippets, that can help your bank rise to the top. Hear
In this webinar, Total Expert and The Financial Brand report on the results of a study on more than 200 financial institutions, sharing their firsthand
How will rising rates and purchase-dominated origination opportunities affect direct-to-consumer channels? In a purchase market where consumer preferences show a significant shift to online, lenders
On average, the pandemic has accelerated Credit Union technology by about seven years. While this advancement is exceptional in many ways, it is jarring in
Acquiring new customers is always a key objective for financial institutions, but the real challenge is developing solid relationships and retaining clients over the long
1600 Utica Ave S. Suite 800
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.
