Total Expert

New functionality helps financial institutions turn their existing database into a deal flow engine Total Expert, the customer engagement…

Total Expert’s purpose-built customer engagement platform can now be purchased directly through the AWS Marketplace Total Expert, the customer…

Total Expert announced it has updated Total Expert on Salesforce, AppExchange, providing customers new ways to enhance the ROI of their Salesforce…

Drift, the Conversation Cloud company, announced that Matt Tippets joined the company as senior vice president (SVP), product. A veteran of Salesforce…

Platform upgrades and partnerships will build stronger connections to data, enhance lending teams’ ability to leverage consumer insights, and…

Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial…

Total Expert, the customer experience platform purpose-built for modern financial institutions, announced that Horicon Bank will leverage Total Expert…

Now Tech: Retail Banking CRM report overviews CRMs, which help banks improve customer experience and develop and nurture customer relationships Total…

Salesforce customers in financial services can now tap Total Expert to power personalized communications and create customers for life  Total Expert,…

The duo will help scale and sharpen the customer experience and technology architecture of Total Expert’s growing product suite Total Expert, the…