MINNEAPOLIS, Oct. 21, 2021 (GLOBE NEWSWIRE) -- Total Expert, the customer experience platform purpose-built for modern financial institutions, today announced it has been selected by Fidelity Bank, ...

MINNEAPOLIS, Dec. 09, 2020 (GLOBE NEWSWIRE) -- Total Expert, the fintech company behind the first fully-integrated marketing and customer experience platform for the mortgage and financial services ...

MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the FinServ leader in customer engagement software, today announced an expanded partnership with Polly and its leading mortgage capital markets platform.

MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that enable users to drive growth and ...

Total Expert today announced Customer IQ, the industry’s first enterprise-grade “system of context” built for AI and the Agentic lending era. Customer IQ is the next generation of Total Expert’s ...

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide ...

Total Expert today announced a major expansion of its Customer for Life Platform with its enterprise-grade Lead Management solution, purpose-built for retail and hybrid retail lenders. Lead Management ...

Just over a year ago, Total Expert, a growing fintech company that provides a marketing and customer engagement technology platform for banks, lenders and financial services firms, raised $20 million ...

Total Expert has announced a partnership with Mortgage Coach, the developer of the Total Cost Analysis (TCA). The Total Expert and Mortgage Coach integration is a unique offering to Loan Officers, ...

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 ...