MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that provide financial ...

Top performing Bank 1 now leverages Total Expert for home lending and retail banking, resulting in a cohesive, optimized customer journey and deeper customer relationships across the bank MINNEAPOLIS- ...

Total Expert launched the industry's first sales and marketing platform for the direct-to-consumer mortgage market. Total Expert for Consumer Direct is the industry's first single data model for ...

Emerick served as CFO for two rapidly growing software-as-a-service companies: Code42 and CyberGrants. Total Expert, a CRM and customer experience platform for financial institutions, has hired John ...

The AI Sales Assistant is not a chatbot retrofitted for financial services—it is an enterprise-grade, agentic AI system, capable of scalable intelligent human-like conversations across voice and SMS. ...

Total Expert’s marketing platform, Marketing Operation System, enables lenders to go beyond traditional CRM systems to deliver automated and personalized customer journeys and improve the customer ...

Total Expert on Tuesday announced the debut of its AI Sales Assistant at HousingWire‘s The Gathering. The company said that the AI-powered assistant is already in private beta testing with select ...

The Business Journal ranks the 50 fastest-growing privately held companies in the Twin Cities by revenue growth from 2018 to 2020. Announcing the MSPBJ's Fast 50 companies for 2020 (full list) 2020 ...