Total Expert enables modern financial institutions to engage and guide consumers through complex financial decisions
Published: 2025-08-16 | Author: VisionariesNetwork Team
In today's fast-paced and digitally-driven world, financial services firms are facing a unique challenge: how to create deeper, more meaningful connections with modern consumers. According to Total Expert, a leading provider of innovative technology solutions for the banking and lending industry, empowering banks, credit unions, lenders, insurance agencies, and other financial services firms to prioritize customer experience and relationships will lead to a more financially healthy world.
At the heart of Total Expert's platform is a deep understanding of the real needs of customers. By leveraging years of research and expertise, the company has developed a cutting-edge technology that puts customer experience first, enabling financial services firms to build stronger relationships with every interaction.
Generate More Loans in Any Market
One of the key challenges faced by lenders is generating consistent deal flow. Total Expert's platform helps to address this issue by providing targeted messaging to every borrower, quickly connecting them with the right loan officer, and guiding them through the loan process. This approach not only increases the volume of loans but also ensures that borrowers are matched with the right product and service.
Deliver Value from the First Interaction
To generate high-quality leads and drive long-term growth, financial services firms must engage with customers from the very first interaction. Total Expert's platform automates marketing communications, coordinates with other lead generation channels, and helps teams enhance their customer engagements. By reducing the administrative burden on teams, the platform increases productivity and enables loan officers to focus on what matters most - building relationships with customers.
Increase Lead Volume & Quality
To consistently reach sales goals, financial services firms need to establish reliable sources of new leads, referrals, and repeat business. Total Expert's platform helps achieve this by building stronger relationships with both industry professionals and borrowers. The company's Targeted Outbound Campaigns create targeted, multichannel communications that deliver timely, relevant messages to segmented audiences, increasing both lead volume and quality.
Co-Marketing Programs
Another key aspect of Total Expert's platform is its Co-Marketing Programs. These tools enable financial services firms to quickly and easily create co-branded marketing collateral that exposes their brand to new audiences. This approach not only increases brand visibility but also drives referrals from professional relationships.
Improve Application Capture
To capture new leads, financial services firms must meet customers where they are and make it easy for them to take that important first step - whether it's through digital tools or physical collateral. Total Expert's platform helps achieve this by providing Single-Property Website Generators that automatically create dedicated websites for any listing once it hits the MLS.
Simplify Lead Routing
Every minute spent digging through databases to figure out which leads to engage is another minute not spent engaging borrowers to discuss their financial needs and goals. Total Expert's platform simplifies lead routing by providing Prioritized Lead Lists that take control of the lead management process, reduce administrative burden, and surface high-priority opportunities.
Move from First Contact to Closed Loan
To increase application-to-close rates, financial services firms must leverage intelligent automation to create personalized customer journeys that learn from each borrower's behaviors, adapt to their needs, and support their goals. Total Expert's platform enables this by providing Dynamic Journeys that combine digital messaging and human outreach - adapting at every step to fit borrower needs and communication preferences.
Businesses Grow on the Foundations of Strong Relationships
In conclusion, creating a financially healthy world through human-first connections requires a deep understanding of customer needs and a willingness to prioritize customer experience. By leveraging Total Expert's innovative technology solutions, financial services firms can build stronger relationships with every interaction, drive long-term growth, and increase revenue.
Joe Welu, Founder & CEO
Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2012, Joe has led Total Expert’s vision, culture, and growth to more than 300 employees today. The company powers CRM, marketing, and customer engagement for more than 170 financial institutions—from leading community banks and credit unions to 15 of the top 25 U.S. banks and lenders. Total Expert’s growth has skyrocketed since its inception, being named the #1 CRM platform by STRATMOR Group and earning top spots on the Inc. 5000 and HousingWire Tech100.
We turn customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.”
Browse our most recent publications
