ACCELERATE 2025 | DENVER, CO

The Expy Awards

Each year, we recognize the organizations leveraging Total Expert in the most innovative and effective ways. They’re pushing the limits of what’s possible to create unparalleled customer experiences and drive the financial services industry forward. The Expys were created to celebrate their hard work, ingenuity, and dedication to developing customer-centric strategies that support their business goals.

Nominations have closed for the 2025 Expy Awards. The awards will be presented at Accelerate in November. Questions: Reach out to Accelerate@totalexpert.com.

Why nominate your organization for an Expy?

Showcase your organization’s performance and success with the Total Expert platform
Position your organization as a standard-bearer for innovation and excellence among other modern financial institutions
Receive recognition through Total Expert’s post-Accelerate press release and ongoing customer spotlight activities

*The Expy winners will be announced at Accelerate and someone from your organization must be in attendance to win!

expy winners

Expy categories

The Conductor

2025 Winner: Castle & Cooke Mortgage & NFM Lending

This award recognizes the team(s) that mastered the art of using data to drive action. By leveraging customer insights, behavior signals, and dynamic segmentation, The Conductor delivers timely, tailored outreach that moves customers forward—one smart step at a time.

The Game Changer

2025 Winner: The Money Store

Your organization is driving customer experience to greater heights by harnessing the power of data and putting it into action. The insights you’ve gained are driving meaningful organizational change—all while raising your profile as a strategic leader.

The Visionary

2025 Winner: Lake Michigan Credit Union

This award celebrates bold thinkers who are redefining how their organizations connect with customers. Whether reimagining the borrower or member journey, integrating new technology, or modernizing legacy systems, The Visionary is always one step ahead—turning vision into reality.

The Activator

2025 Winner: First Heritage Mortgage

This award recognizes the team who didn’t just adopt Total Expert—they activated it. From getting frontline teams on board to aligning departments around smarter engagement, The Activator brought strategy to life, turning platform potential into real, measurable impact.

The Expander

2025 Winner: Westerra Credit Union

Your organization looks across the business to connect customers with the right products and services at the right time. You’re breaking through data silos to maximize ROI and improve the customer experience in all areas of your organization to drive new revenue streams.

The Futurist

2025 Winner: CrossCountry Mortgage & Mutual of Omaha Mortgage

This award honors the innovators who are leading the charge in AI and automation—using cutting-edge tools like generative content, predictive insights, and intelligent workflows to deliver hyper-personalized experiences at scale. The Futurist is building the future of financial services—smarter, faster, and more human.