Tag : 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 Announces Voice AI Sales Assistant Purpose Built for Mortgage Lending
Artificial Intelligence Finance Fintech Lending News

Total Expert Announces Voice AI Sales Assistant Purpose Built for Mortgage Lending

Business Wire
by Business Wire0
Agentic technology helps lenders scale growth and improve customer retention by boosting engagements, conversions, and productivity Total Expert, the FinServ leader in customer engagement software, today announced the debut of its AI Sales Assistant at The Gathering by HousingWire. The new AI-powered assistant is already in private beta with select......
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 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,......
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