Tag : Total Expert

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......
SimpleNexus-and-Total-Expert-Supercharge-Integration-with-Two-Way-Data-Sync
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SimpleNexus and Total Expert Supercharge Integration with Two-Way Data Sync

Fintech News Desk
by Fintech News Desk0
Total Expert, the fintech company behind the first fully-integrated marketing and customer experience platform for the mortgage and financial services industries, now offers two-way data sync with SimpleNexus, the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents. Read More: Mazooma Partners with Plaid for igaming and......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Business Fintech News

Total Expert Partners With Cooperative Credit Union Association To Deliver A Modern Member Experience

Fintech News Desk
by Fintech News Desk0
 Total Expert, creator of the leading marketing and customer experience platform for banks, lenders, and financial services, today announced its partnership with the Cooperative Credit Union Association (CCUA), a trade organization serving nearly 180 member credit unions in Delaware, Massachusetts, New Hampshire, and Rhode Island. As part of the CCUA’s CU Connect......
Total Expert Welcomes Allison Netzer as its Chief Marketing Officer
Fintech News

Total Expert Welcomes Allison Netzer as its Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Digital marketing executive brings 20 years of expertise to accelerate Total Expert’s continued growth in the financial services industry  Total Expert, the fintech company behind the first fully-integrated marketing and customer experience platform for the mortgage and financial services industries, recently announced Allison Netzer as its new Chief Marketing Officer.......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Banking Fintech Investment Services News

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Fintech News Desk
by Fintech News Desk0
Initial Market Testing Shows That the Latest Update Has Increased Lead-To-Application Conversions by More Than Double the Initial Benchmark Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature......
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