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Voice of the Customer

Voice of the Customer

Total Expert empowers modern financial institutions with purpose-built tools to surface greater insights, personalize engagements, and drive growth in any market. Let them tell you how.
Technology

Ditching a Clunky CRM for a Powerhouse Platform

Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!
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Technology

Ditching a Clunky CRM for a Powerhouse Platform

Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!
Learn more
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Banking

How We Achieved 99% User Adoption at Northpointe Bank

Total Expert is our friendly, one-stop shop for all things marketing. From flyers to social media and emails, it’s all in Total Expert. It’s all consistent.
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Insurance

How We’re Future-Proofing Insurance Marketing at Guided Solutions with Total Expert

Our former tech infrastructure had its limitations. The solution? Total Expert—a comprehensive platform that integrates various sales and marketing tools, offering us a complete view of our contacts’ lifecycle.
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Technology

Crawl to Run: Navigating a Digital Transformation at Horicon Bank

We are just getting started on our Total Expert journey. Knowing what lies ahead and the untapped potential is exhilarating.
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Lending

Power to the Peoples: How Total Expert Changed the Game for Peoples Mortgage

Our motto at Peoples Mortgage is “it’s all about the people.” And even though we’re growing, we want to keep that close, connected feeling.
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Banking

Our Banking Bullseye: Replacing Surefire CRM with Total Expert

Bryan Clark, SVP of Mortgage Banking, Dart Bank discusses how Total Expert efficiently and effectively helps accomplish key CRM objectives.
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resources

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Financial leaders discuss the latest industry news and trends.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. 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.

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