MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their ...

MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced that Josh Jabs has joined the company’s executive ...

Customer engagement platform Total Expert is launching a marketplace this week for financial institutions to build their marketing technology stack. Partners will plug into the Total Expert platform ...

Total Expert’s customer intelligence identifies a potential customer through home listings, interest rates, home equity and credit pulls, according to the company. “The only way for today’s financial ...

Total Expert Introduces New Functionalities And Products For Banks And Lenders Total Expert upgraded its CRM and customer engagement platform with a series of new functionalities and products. Total ...

Prosperity Home Mortgage is a full-service mortgage lender offering home buying and refinance loans. The company, which is based in Fairfax, Va., employs more than 500 mortgage consultants in branches ...

Dan Cantinella has 20 years experience leading digital transformation in financial institutions. Total Expert, a CRM and customer engagement platform purpose-built for modern financial institutions, ...

Life Event Data will enable FIs to connect with customers during significant moments and enhance customer lifetime value. Total Expert expands Customer Intelligence solution with Life Event data, ...

Total Expert Inc. is a repeat Fast 50 honoree, ranking on The List at No. 38 this year with a growth rate of 56.36% from 2020 to 2022. © 2025 American City Business ...

Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 ...

Total Expert, a provider of customer engagement software for the financial services industry, has added automatic life milestone updates to contact records in its summer platform release. The updated ...