Effective marketing goes well beyond catchy advertising and widely known branding. For many loan officers, fueling a long-term growth plan starts with engaging buyers before they need a loan. Engaging potential borrowers early with effective education allows you to become a trusted advisor and resource down the road when they are finally ready to purchase a home. Hear from Donnie Kenneth on the Evocalize Local Marketing Lab podcast to learn more about personalization, marketing automation, and lead-gen strategies as we turn the calendar to 2025.
Total Expert
Financial Services
St. Louis Park, Minnesota 16,005 followers
Deliver the Perfect Customer Journey across every financial milestone.
About us
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.
- Website
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http://totalexpert.com
External link for Total Expert
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- St. Louis Park, Minnesota
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Marketing and Sales Software for Financial Services, Customer Experience, and CRM
Locations
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Primary
1600 Utica Ave S
Suite 800
St. Louis Park, Minnesota 55416, US
Employees at Total Expert
Updates
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Kyle Clark at Intercap Lending, Inc has seen the power of using automation Journeys to show up in the moments that matter! #TotalExpert is the "Holy Grail" of Kyle's marketing ecosystem, powering a seamless "Wheel of Awesomeness" through smart integrations and intelligent automation. By unifying six key systems and leveraging Total Expert’s Customer Intelligence, Kyle and his team deliver targeted, automated communications, driving an uptick in loan officer activity and lead conversions.
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Is your bank headed toward M&A activity this year? Knowing what to expect and how to plan for operational efficiencies can help make it a smooth process for banking teams and customers. In this BankBeat article, #TotalExpert General Manager of Banking James White covers building value and trust throughout the process by ensuring personalization and data strategies are central cogs in the transition plan. Read here 📰 https://lnkd.in/gbFwfGki
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Wherever you are celebrating the holidays this year, #TotalExpert extends its warmest wishes to you and your family ❄️☃️ We look forward to serving your teams and delivering the perfect customer journey in 2025 and beyond.
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✨Podcast Feature✨ Marketing compliance and consumer data protection will be an overarching conversation for financial institutions in 2025. This includes how to generate compliant leads, implement effective automation strategies, and create long-term relationships with customers inside regulatory boundaries. Our own VP of Marketing, Donnie Kenneth, sat down with Justin Ulrich 📢🎙️ of Evocalize for the latest episode of their podcast, Local Marketing Lab, to discuss lead-gen strategies for the upcoming year. Listen to the episode when it goes live this Wednesday at 11:30 ET 🔊: https://lnkd.in/d5fNnQy8
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#TotalExpert's Journey automation has the power to help originators continue and maintain relationships they have made with borrowers beyond closings. As Greg Watson, SVP and Branch Manager at GO Mortgage, has found out, consistent customer engagement before and after the settlement makes a world of difference in customer retention. Hear his full conversation with Bobbi Jo Dallas Card on the latest episode of Street Level Strategies here: https://lnkd.in/gKQ7TNtH
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📱 “Hold on, I just got a̶n̶ ̶e̶m̶a̶i̶l̶ a text.” Especially around the holidays, consumers are on the go and aren’t connected to their email all day. Engage SMS is an excellent way to improve engagement rates and start generating conversations. Our latest webinar shows why SMS has such high open and response rates and how Engage SMS can help transform your customer engagement strategy this year. Watch here ▶️ https://lnkd.in/gni9pFTa Dan Catinella, Gino Fronti, Paramount Residential Mortgage Group Inc. (PRMG Inc.)
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Hear it right from Dan Catinella 🗣️ #TotalExpert's 2-way SMS solution is your way to stay seamlessly connected with your borrowers on the go (or on the web) while maintaining compliance. Learn how to get connected with customers in real time with Engage SMS. 🔗 https://lnkd.in/gkT-DJbG
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Today's the day and time is winding down to register ⏲️ Are you ready to take your lead-gen strategy to the next level in 2025? Don't miss Joe Welu, Matthew Marx, and Andrew Pawlak at 1 p.m. ET when they discuss: 🔹Solutions for launching highly effective ad programs 🔹Landing pages that turn visitors into high-intent 🔹Seamless lead nurturing that actually works Register here before time runs out! ➡️https://lnkd.in/gJWCMten Evocalize, rebel iQ
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In today's market, retention is everything 🤝 Gordy Bright from Standard Mortgage Corporation shares how their journey with #TotalExpert has helped them enhance customer communication and retention strategies. By diving into Customer Intelligence and supporting loan officers with valuable tools, Standard Mortgage is staying connected with its servicing portfolio like never before—bringing new value to customers and preparing for the next opportunity. Learn how Total Expert's Customer Intelligence and Journeys work together to help lenders engage with customers already in their database. ℹ️ https://lnkd.in/ggRCNm-9