The Expy Awards
Expy categories
The Conductor
This award recognizes the team(s) that mastered the art of using data to drive action. By leveraging customer insights, behavior signals, and dynamic segmentation, The Conductor delivers timely, tailored outreach that moves customers forward—one smart step at a time.
The Game Changer
Your organization is driving customer experience to greater heights by harnessing the power of data and putting it into action. The insights you’ve gained are driving meaningful organizational change—all while raising your profile as a strategic leader.
The Visionary
This award celebrates bold thinkers who are redefining how their organizations connect with customers. Whether reimagining the borrower or member journey, integrating new technology, or modernizing legacy systems, The Visionary is always one step ahead—turning vision into reality.
The Activator
This award recognizes the team who didn’t just adopt Total Expert—they activated it. From getting frontline teams on board to aligning departments around smarter engagement, The Activator brought strategy to life, turning platform potential into real, measurable impact.
The Expander
Your organization looks across the business to connect customers with the right products and services at the right time. You’re breaking through data silos to maximize ROI and improve the customer experience in all areas of your organization to drive new revenue streams.
The Futurist
This award honors the innovators who are leading the charge in AI and automation—using cutting-edge tools like generative content, predictive insights, and intelligent workflows to deliver hyper-personalized experiences at scale. The Futurist is building the future of financial services—smarter, faster, and more human.
Invest in your most important asset: yourself. We stand as your partner to help you prepare for retirement.
We believe time away from work allows employees to refresh, recharge, and return ready to make more innovative and creative contributions.
The peace of mind you need, all under one roof: health, dental, vision, and short- and long-term disability insurance; 401(k) plans; and other voluntary benefit options.
We support and value family time and offer paid parental leave for new parents.
We encourage our employees to give back to the communities where they live and work through sponsored time off for volunteer opportunities.
We work with PetPartners to offer a selection of pet insurance plans. PetPartners helps keep your pets safe and healthy with affordable, comprehensive coverage for both dogs and cats.
Expy Awards Honors Eight Customers at 2025 Accelerate Conference








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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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