Industry-Leading Innovation Starts with Intentional Partnerships

CBA is the only member-driven trade association focused exclusively on retail banking and partners with the nation’s leading retail banks to promote sound policy, prepare the next generation of diverse bankers to lead the industry, and finance the dreams of consumers and small businesses.

CCUA represents credit unions in Delaware, Massachusetts, New Hampshire, and Rhode Island; empowering them individually and collectively to provide consumers with outstanding financial services.

Cornerstone Advisors was formed by some of the financial industry’s most respected strategy and technology consultants. Cornerstone Advisors works with banks, credit unions, and fintech to help them pinpoint, address, and strategically align their needs and outcome targets with their organization’s vision for near and long-term growth.

Dark Matter Technologies is a cutting-edge innovator in origination technology offering a comprehensive suite of solutions that streamline operations, enhance member experiences and drive growth in today’s dynamic financial landscape. Total Expert’s bidirectional integration with Dark Matter synchronizes real-time data between the Total Expert and Empower LOS platforms. New leads and contact details automatically transfer from Total Expert into Empower, helping lenders and loan officers eliminate duplicate data and ensuring they have access to the latest customer insights.

Denim Social is a social media management platform that allows marketers in regulated industries to manage social selling programs through organic and paid social media. The integration with Total Expert allows customers to launch hyper-targeted social media advertising campaigns designed to nurture customers at every stage of the sales funnel.

The Digital Growth Institute is on a mission to simplify digital marketing with the goal of helping banks and credit unions grow from good to great.

Experience.com’s Experience Management Platform (XMP) helps mortgage lenders turn customer feedback into powerful growth. Through our integration with Total Expert, you can automatically gather, analyze, and act on real-time experience data. The result? Stronger agent relationships, higher loan officer retention, and better online visibility. Together, Experience.com and Total Expert help you deliver standout customer journeys and drive real business results—seamlessly and at scale.

FinLocker transforms the way consumers prepare for a mortgage by aggregating and analyzing a consumer’s financial data and providing personalized persona-based journeys through our Total Expert integration to achieve mortgage eligibility. Mortgage lenders private-label their FinLocker app to attract leads, nurture prospective homebuyers, and create customers for life.

Floify seamlessly integrates state-of-the-art digital tools and automation to power a modern, efficient mortgage process for lenders, originators, and their borrowers. Finding the balance between automation and human connection, Floify helps mortgage professionals automate menial loan tasks without diminishing the relationship between borrower and loan officer. Understanding how the unique needs of mortgage professionals vary, Floify has constructed the industry’s most configurable solution that has the flexibility to accommodate any lending company’s desired workflow.