Total Expert

Earlier this year, we launched Total Expert Marketplace, a central hub for financial institutions to build out their MarTech stack. Together with our growing group of partners, we are innovating and reimagining how organizations make personal connections with consumers at scale and win customers for life. Swipe to learn about our partners and how Total Expert can help you create a customized tech stack ⬅️ Adwerx, InGenius, Experience.com, DirectMailers, Verse.ai, Birdeye, Clever Real Estate, Capacity

Last night flat-out rocked🤘 🎹🎶 #JustDuet Thanks to everyone who joined us at Fortissimo Dueling Pianos for an incredible night, and a special thanks to our partner Polly for helping us throw the ultimate party. Let's continue to take the mortgage industry to the next level! #MBAAnnual24 Joe Welu, Dan Catinella, James White, Chris Calcasola, Jon Hill, Chase Conner, Daniel Archabal, Shelly Reasbeck, Ben Carlson, Josh Lehr, Laurel Fields, Traci (Berg) Saliterman, Rebecca (Snee) Risse

Tonight, #TotalExpert and Polly are hosting a #JustDuet Party 🎹 tonight at Fortissimo Dueling Pianos during #MBAAnnual24—but they are also the perfect technology duet! 🔄 Together, they deliver the industry's best combination of automated customer journeys and hyper-personalized, real-time loan pricing. And today they announced their mutual partnership is committed to evolving the way loan officers engage with customers! Learn how at https://lnkd.in/gsV97wjE

We're headed to Denver this weekend for #MBAAnnual24 and to get jazzed-up for our party with Polly! Before time runs out, make sure you RSVP for our exclusive #JustDuet party at Fortissimo Dueling Pianos. ➖ Mark your calendar ✍ 📅 Monday, Oct. 28 from 5:30 - 7:30 p.m. MT Contact our team to get registered for the party: Joe Welu, Dan Catinella, James White, Chris Calcasola, Jon Hill, Chase Conner, Daniel Archabal, Shelly Reasbeck, Ben Carlson, Josh Lehr, Laurel Fields, Traci (Berg) Saliterman, Rebecca (Snee) Risse

No one is glued to their email 24/7. That's why Dan Rogers at Rate has turned 60% of his communication over to texting and is seeing increased interaction and engagement from borrowers. Engage SMS's compliant two-way messaging allows lenders to connect with customers whenever and wherever. Watch his full interview with Bobbi Jo Dallas Card and Dan Miedema to see how Dan and his team at Rate are embracing text conversations to connect with customers throughout the full lifecycle of their Journey. Head to the link in the comments to learn more.

For financial institutions, omnichannel marketing strategies need to go well beyond just delivering in-branch and online experiences. They have evolved into personalizing those experiences and engaging with customers across a wide array of mediums to win customer loyalty. Inside the BAI Banking Strategies Executive Report, #TotalExpert's VP of Marketing Donnie Kenneth articulates the themes that will drive success for marketers in 2025, including life-centric personalization, AI adoption, closing information gaps, and delivering trusted guidance. Download the report and read his full article on page 15: https://lnkd.in/gQ9dQVne

There’s still time to register for TOMORROW’S webinar with our friends from Birdeye! #TotalExpert's Dan Catinella will sit down with Birdeye VP of Product Marketing @Rebecca Colwell to demonstrate how our seamless integration allows modern financial institutions to monitor and manage their brand’s digital reputation, improve their customer experiences, and drive growth in any market. Registration link in the comments ⬇️

📲 Engage SMS has arrived! Now, you can text your customers in real time, have two-way SMS conversations, and launch campaigns whenever and wherever. Seamlessly communicate from your device or desktop by integrating Engage SMS directly into Journeys and tap into more impactful customer engagements with dynamic personalization, better customer experiences, increased response rates, and less technology juggling. Learn more at https://lnkd.in/gp2yQVsW

Last week, James White joined the Breaking Banks Fintech Podcast alongside LMCU's Eric Burgoon and Alloy Labs' Jason Henrichs for a conversation about data-driven personalization and how banks can go deeper than chasing transactions as rates decline. Listen to the full episode to hear more about the future of banking and what the industry has in store for 2025. 🎧 https://lnkd.in/gMYWxcGH

✨ New ICBA Webinar Coming Soon ✨ Our own James White will join Fifth Third Bank's Ann Marie Wallace on November 13 for an ICBA Independent Banker webinar titled "Turn Data into a Strategy to Win Customers for Life." In the conversation, James and Ann Marie will discuss how bankers can engage customers in authentic conversations to forge lifelong relationships by moving beyond surface-level personalization and demonstrating a true understanding of their unique financial situation. Don't waste any time ⌛ Save your seat here: https://lnkd.in/gEVywzmw