Tag : Total Expert

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice
InsurTech News Risk Management

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice

Fintech News Desk
by Fintech News Desk0
Rapidly growing insurance brokerage firm taps platform to modernize marketing and strengthen sales relationships with new and existing customers Guided Insurance Solutions, LLC, an indirect subsidiary of BRP Group, Inc., has decided to collaborate with Total Expert to deploy its customer engagement platform across its insurance operations. The platform will enable......
Total Expert Launches New Capabilities for Banks and Lenders to Create Growth Opportunities
Finance News

Total Expert Launches New Capabilities for Banks and Lenders to Create Growth Opportunities

Fintech News Desk
by Fintech News Desk0
Product release includes industry-leading integrations and features to continue building ecosystem, increase referrals, improve sales productivity, and keep deals from falling through the cracks Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, launched new capabilities to help banks and lenders deliver on every financial milestone......
Credit Union 1 Partners with Total Expert to Surface New Opportunities and Grow Lending Practice
Banking Finance News

Credit Union 1 Partners with Total Expert to Surface New Opportunities and Grow Lending Practice

Fintech News Desk
by Fintech News Desk0
The large national credit union will leverage the platform to support marketing and create deal flow as loan officers look to strengthen relationships with new and existing members Credit Union 1 – a leading financial institution with branches across Illinois, Indiana, and Nevada, and serving members nationwide – has announced a......
Total Expert Releases Features to Help Banks and Lenders Build Pipeline in a Compressed Market
Lending Mortgage News

Total Expert Releases Features to Help Banks and Lenders Build Pipeline in a Compressed Market

Fintech News Desk
by Fintech News Desk0
The summer product release includes capabilities and integrations to drive pipeline through new referral partners and improved lead management Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is rolling out new capabilities to help banks, lenders, and credit unions fill their pipelines with high-quality leads......
Northpointe Bank Personalizes Consumer Banking Experience with Total Expert
Banking News

Northpointe Bank Personalizes Consumer Banking Experience with Total Expert

Fintech News Desk
by Fintech News Desk0
Top performing Bank now leverages Total Expert for home lending and retail banking, resulting in a cohesive, optimized customer journey and deeper customer relationships across the bank Northpointe Bank, the largest national lender based in West Michigan, has begun using the Total Expert CRM and customer engagement platform to empower retail bank employees......
‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity
Fintech News

‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity

Fintech News Desk
by Fintech News Desk0
Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into automated sales......
Total Expert Recognized in Now Tech
Banking News

Total Expert Recognized in Now Tech: Retail Banking CRM Report

Fintech News Desk
by Fintech News Desk0
Now Tech: Retail Banking CRM report overviews CRMs, which help banks improve customer experience and develop and nurture customer relationships  Total Expert, the CRM and customer experience platform purpose-built for banks and lenders, announced its inclusion in the Forrester Now Tech: Retail Banking CRM, Q3 2021 report, which recognizes 12 retail......
Horicon Bank Selects Total Expert to Unlock Data-Driven Support and Engagement for its Community Bank Customers
Fintech News

Horicon Bank Selects Total Expert to Unlock Data-Driven Support and Engagement for its Community Bank Customers

Fintech News Desk
by Fintech News Desk0
Total Expert, the customer experience platform purpose-built for modern financial institutions, announced that Horicon Bank will leverage Total Expert to strengthen new and existing customer relationships and expand data-driven marketing and customer engagement strategies. For 125 years, Horicon Bank has served as a community bank partner to customers and local businesses......
Total Expert Expands Platform Capabilities to Modernize the Customer Experience for Banks and Lenders
Fintech News

Total Expert Expands Platform Capabilities to Modernize the Customer Experience for Banks and Lenders

Fintech News Desk
by Fintech News Desk0
New CRM integrations and data-driven features help financial institutions level-up customer engagement  Total Expert, the CRM and customer engagement platform purpose-built for the financial services industry, released an expanded platform, complete with powerful integrations and innovative product updates within Total Expert. The new functionality and data integrations help financial institutions......
Total Expert Welcomes SaaS Veterans Ilene Vogt as Chief Revenue Officer and Rebecca Martin as Chief Marketing Officer
Artificial Intelligence Banking Business Fintech News

Total Expert Welcomes SaaS Veterans Ilene Vogt as Chief Revenue Officer and Rebecca Martin as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Duo joins the executive team to empower banks and lenders, personalize engagement strategies, and build customer-centric relationships that fuel the company’s momentum Total Expert, the customer experience platform for banks and lenders, today welcomes two Software-as-a-Service (SaaS) veterans to its executive team, Chief Revenue Officer Ilene Vogt and Chief Marketing......
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