Tag : Joe Welu

Total Expert Declares the End of the CRM Era, Introduces the Customer Operating System
Banking Finance News

Total Expert Declares the End of the CRM Era, Introduces the Customer Operating System

Business Wire
by Business Wire0
Total Expert’s Customer Operating System combines a system of context with a system of action where humans and AI agents leverage always-on intelligence to help lenders drive growth in any market. Total Expert announced the Customer Operating System and has declared the CRM era officially over. The capabilities Total Expert......
Total Expert Launches Customer IQ to Power Agentic Era in Mortgage Banking and Consumer Lending
Finance Lending News

Total Expert Launches Customer IQ to Power Agentic Era in Mortgage Banking and Consumer Lending

Business Wire
by Business Wire0
Total Expert announced Customer IQ, the industry’s first enterprise-grade “system of context” built for AI and the Agentic lending era. “You’re only going to get successful outcomes if you have the right insight, intelligence, and context feeding your AI agents,” said Joe Welu, Founder and CEO of Total Expert. Customer IQ......
Total Expert Launches Empower LOS Integration
Finance Fintech Lending News

Total Expert Launches Empower LOS Integration

Business Wire
by Business Wire0
New bidirectional integration synchronizes real-time data between customer engagement platform and the Empower LOS platform Total Expert, the FinServ leader in customer engagement software, today announced the launch of its two-way integration with the Empower loan origination system (LOS) from Dark Matter Technologies. This integration allows lenders to effectively use......
Total-Expert’s-Customer-Intelligence-Adds-Automatic-Contact-Record-Enrichment-of-Intent-Signals-to-Help-Loan-Officers-Engage-Customers
Finance Fintech Lending News

Total Expert’s Customer Intelligence Adds Automatic Contact Record Enrichment of Intent Signals to Help Loan Officers Engage Customers

Business Wire
by Business Wire0
Enriched customer profiles with critical life event data enable loan officers to scale personalized interactions and marketing automation Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile......
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