Total Expert

Converting leads is important for any business. Financial institutions can gain a competitive advantage by identifying high-intent leads with compliant, strategic marketing campaigns. In two weeks, our Founder and CEO Joe Welu will join two other industry-leading CEOs—Evocalize's Matthew Marx and rebel iQ's Andrew Pawlak—to highlight how institutions can use data to capture and convert their lead gen efforts. Register in the comments now!

In this Expert Solutions webinar, our panel discussed how critical it is for credit unions to adopt a more agile approach that leverages SaaS technologies if they want to provide better member experiences, drive growth, and future-proof their business as the market continues to evolve. Check out the on-demand recording to learn how you can ?? ??Take the first step toward adopting a more agile approach that leverages SaaS solutions ??Foster consistent growth and respond to members’ needs in the digital era ??Choose the technology that meets your business goals and future-proofs your credit union Click the link in the comments to access the full webinar ??

The real-time use cases for conversational SMS are endless—and mobile accessibility has made it easier than ever to engage customers. Together, Chief Lending Officer Dan Catinella and Paramount Residential Mortgage Group Inc. (PRMG Inc.) Regional Manager Gino Fronti highlighted the benefits of #TotalExpert’s new two-way, conversational messaging tool: Engage SMS. https://lnkd.in/gspSkvBY Watch the full webinar for more information on: ?? Incorporating integrated SMS communications into an enterprise strategy ?? Utilizing text messaging as part of an organization's go-to-market initiatives ?? Boosting marketing automation with texts sent directly from lenders

Are you confident you know what's happening in your customers' lives without missing ANY opportunities? As Greg Deschenes at NewFed Mortgage Corp. recently realized, even family members' life events could pass you by without an alert. Incorporating Customer Intelligence and Life Event data from Total Expert can help keep you in the loop and understand customer needs—so you can act on insights and engage them. Catch Greg's full conversation on the value of #TotalExpert with Bobbi Jo Dallas Card on the latest Street Level Strategies episode. https://lnkd.in/gHqTTp6W

'It’s all about data now.' ???? In today’s market, there's more competition for fewer loans—making it more crucial than ever to tap into your database effectively. That's why our customers, like NFM Lending's Greg Sher, turn to Total Expert. With our data-driven platform, they're seeing real impact and ensuring every opportunity counts. Schedule a demo to see why so many financial institutions chose Total Expert: https://lnkd.in/gG_M8qTe

How do we show up in the moments that matter to consumers? 1?? It starts with compiling data and information about a customer's financial situation. 2?? Extract key insights from that data to understand short and long-term goals—preparing to engage with relevant communications AND empathy in meaningful moments of their financial journey. 3?? Then, act on those insights. Identify the right moment to reach out and engage as a trusted financial partner. To repeatedly earn customers' business, financial institutions have to know what consumers need and approach them with solutions they'll be interested in. Having a system in place to humanize the customer journey sets organizations apart from competitors and ultimately helps them win customers for life. Download our Guide to Modern Life Event Engagement in the comments to see how supporting and guiding customers through major life events can drive loyalty—and revenue.

Well said, Lindsi Flynn ?? Assurance Financial has discovered first-hand how Total Expert's Customer Intelligence empowers financial institutions to nurture lifelong customer relationships and impress referral partners. Expand what is possible and customize your own customer engagement experience to anticipate even greater opportunities ahead!

?? Drumroll, please ?? We're bringing Accelerate to the Rocky Mountains!!! ??? We're thrilled to announce that #TotalExpert's Accelerate conference will be at Denver's Omni Interlocken Hotel from November 4-6, 2025! Take your customer engagement, business growth, and CX strategies to new heights at our premier, can't-miss customer event. Registration is open now! And for a limited time, take advantage of early-bird pricing using the link in the comments below. Let us know if you plan on attending ??

Chances are, you're watching this video on your phone—and if you're on a computer, your phone is probably nearby ?? Consumers constantly have their phones within arms reach. #TotalExpert's Engage SMS allows lenders to use that close proximity to reach customers (and agents) for an immediate connection. Adding text message conversations to your borrower engagements and Journeys can help tap into more impactful customer engagements and increase responses.

Our Fall release will give you even more reasons to love Autumn-ation The #TotalExpert Fall 2024 platform release provides purpose-built functionality and enhanced integrations to give you more ways to engage with customers, elevate your communications, and deliver seamless experiences across every channel. Including: ?? The launch of Engage SMS to keep you connected with customers on the go and enhance your automated Journeys ?? Self-service reporting for user activity to help enterprise admins ensure users are getting the most out of all the platform has to offer ?? New integrations with Empower LOS and RETR Check out the full release and hear from our General Manager of Banking, James White, about this season's enhancements to Total Expert.