MINNEAPOLIS—November 4, 2025—Total Expert, the FinServ leader in customer engagement software, kicked off its annual Accelerate customer conference today. This year’s three-day event provides financial institutions with strategies to drive meaningful growth by harnessing the power of AI, customer intelligence, and automation.
Held at the Omni Interlocken Hotel in Broomfield, Colorado—Accelerate features presentations and interactive sessions led by industry experts to help institutions “Aim Higher.” Breakout session tracks include several options on platform innovation, customer engagement, and growth strategies:
- Unlocking the Power of AI Sales Assistant—Explore how Total Expert’s AI Agents turn customer intent signals—like rate alerts and behavioral triggers—into intelligent, automated engagement. This session will walk through how AI Agents integrate with your data and Journey automation to deliver timely, compliant, and personalized experiences at scale. You’ll also see how loan officers are seamlessly brought into the process to act on opportunities in the moments that matter most.
- AI Hype vs. AI Reality—A panel of innovative lenders driving business value from AI in practical ways—improving outreach, increasing productivity, and enhancing the borrower experience from lead prioritization to engagement triggers.
- From Signals to Strategy: Activating Customer Intelligence Across the Journey—Discover how to harness behavioral signals and real-time data to prioritize outreach, personalize messaging, and deepen engagement across the customer lifecycle. This will display real-world success stories from lenders who have mastered the art of turning data into a flywheel for growth.
- Customer-for-Life Journey Mapping—Customer engagement is a lifelong journey. This interactive panel of customers describes the successful application of lifecycle-based marketing frameworks to keep contacts engaged from the first touchpoint through long-term retention.
Founder and CEO Joe Welu will deliver an exciting keynote address to kick off the conference, followed by Chief Product Officer Pete Karns’ highly anticipated Product Keynote. This will outline how Total Expert is evolving to meet the needs of modern financial institutions. Special guests include STRATMOR Group Senior Advisor Sue Woodard to discuss AI’s role in personalized, authentic customer experiences, and HousingWire Founder and CEO Clayton Collins, who will join Joe for an inspiring panel to celebrate the progress and innovation shaping the housing industry.
Conference attendees will learn from financial institution experts who are tackling challenges head-on and embracing the next wave of technological innovation. That includes leaders from American Pacific Mortgage, Assurance Financial, Atlantic Bay Mortgage Group, Castle & Cooke Mortgage, Fairway Home Mortgage, Fifth Third Bank, First Heritage Mortgage, Flat Branch Home Loans, Homeowners Financial Group, Lake Michigan Credit Union, Motto Mortgage, NFM Lending, Nationwide Mortgage Bankers, NewFed Mortgage Corporation, Paramount Residential Mortgage Group, Prosperity Home Mortgage, Rate, Renasant Bank, SynergyOne Lending, and US Mortgage.
The conference also includes hands-on platform workshops to help teams maximize the value of their tools, the annual Expy Awards presentation, authentic networking opportunities, and high-energy reception events.
A special thanks to all of the Accelerate sponsors and partners for helping grow Total Expert’s vibrant ecosystem and technology integrations.
Platinum Sponsors: Birdeye and InGenius
Gold Sponsors: Dark Matter Technologies and Cotality
Silver Sponsors: Blend, BombBomb, Box+Bestow, Covered, CredEvolv, DirectMailers, Evocalize, Homebot, Lehrjet, Optimal Blue, OneSource Home Connections, Polly, RETR, Tidalwave, Tiff’s Treats, The Mortgage Collaborative, Transformational Mortgage Solutions, and Trust Engine.
For more about Accelerate 2025, visit totalexpert.com/accelerate.
About Total Expert
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.
# # #
