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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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Accelerate

2022 Expy Awards Highlight: The Technology Trailblazer – Assurance Financial

Our team members at Assurance Financial really are ‘people people,’ in every sense of the word.
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Customer Engagement

Unlocking Value with Financial Health and Wellness

On this episode of Expert Insights, Brian Vieaux, president and COO of FinLocker, spoke with our host, Joe Welu, on going beyond a transactional mindset to deliver
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Customer Engagement

Expert Insights: A Customer-First Culture for Modern Lenders with Steve Jacobson

Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.
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Technology

Expert Insights: Bringing Tech and Values-Based Leadership Together with Bill Hufnagel

On this episode, Bill shares how he and his team created and delivered on their vision for Dart Bank to provide a modern banking experience
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Expert Insights Podcasts
Financial leaders discuss the latest industry news and trends.
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Learn how to elevate your customer engagement and drive ROI
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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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