Tag : Total Expert

Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing
Finance Fintech News

Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing

Business Wire
by Business Wire0
The evolving partnership amplifies the capabilities of two unique technology pioneers that are fueling growth across the mortgage industry Total Expert, the FinServ leader in customer engagement software, today announced an expanded partnership with Polly and its leading mortgage capital markets platform. The enhanced partnership pairs Total Expert’s best-in-class journey......
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......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Total Expert Introduces the Next Generation of Customer Intelligence
Fintech News

Total Expert Introduces the Next Generation of Customer Intelligence

Business Wire
by Business Wire0
New functionality helps financial institutions turn their existing database into a deal flow engine Total Expert, the customer engagement platform purpose-built for modern financial institutions, announced new capabilities that enable users to drive growth and create customers for life in any market. Total Expert’s next-generation Customer Intelligence solution provides financial......
Canvas Credit Union Selects Total Expert to Power Member Experience and Engagement
Finance News

Canvas Credit Union Selects Total Expert to Power Member Experience and Engagement

Business Wire
by Business Wire0
Colorado-based credit union will utilize Total Expert Customer Intelligence to anticipate member needs and deepen relationships Canvas Credit Union, a growing community-oriented financial cooperative, has partnered with Total Expert to enhance member experience, improve communication across their 33 locations, and streamline loan officer workflows. Canvas Credit Union joins a growing list of......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
Liberty Home Mortgage Selects Total Expert to Increase Lead Conversion Rate and Drive Marketing Efficiency
Mortgage News

Liberty Home Mortgage Selects Total Expert to Increase Lead Conversion Rate and Drive Marketing Efficiency

Business Wire
by Business Wire0
Liberty Home Mortgage, a growing mortgage lender with loan officers across the country, has partnered with Total Expert to accelerate deal flow, drive efficient marketing activities, and create comprehensive customer profiles to inform hyper-personalized messaging and products. Liberty Home Mortgage joins a growing list of institutions tapping the power of Total Expert,......
Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption
Cloud Finance News

Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption

Business Wire
by Business Wire0
Total Expert’s purpose-built customer engagement platform can now be purchased directly through the AWS Marketplace Total Expert, the customer engagement platform purpose-built for modern financial institutions, is now available in AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that make it easy to find,......
Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise
Fintech InsurTech News

Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise

Business Wire
by Business Wire0
Insurance companies can now use turnkey marketing automation and customer intelligence to deliver the perfect customer journey across every financial milestone Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights......
Total Expert Joins Polly’s High-impact API Integrations Roster with Aim to Help Modern Lenders Accelerate Deal Flow
Mortgage News

Total Expert Joins Polly’s High-impact API Integrations Roster with Aim to Help Modern Lenders Accelerate Deal Flow

Business Wire
by Business Wire0
Integration enables Total Expert to support customers using Polly’s PPE; demonstrates Polly’s vital position in the modern mortgage tech stack Polly, a leading provider of innovative mortgage capital markets technology, recently announced its latest API integration with Total Expert, a customer engagement platform purpose-built for financial institutions. This highly requested technology......
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