Webinar on-demand

Deliver the Perfect Customer Journey

When it comes to understanding your customer's next financial need, guessing is not an option. That’s why Total Expert launched Customer Intelligence, where key customer insights trigger customizable workflows, allowing lenders to take action with messaging and campaigns based on a customer’s unique financial situation at that moment in time.

Watch this webinar and learn how to put Customer Intelligence to work to drive growth and retention, and most of all, deliver the perfect customer journey. All from Total Expert—the only all-in-one sales and marketing platform purpose-built for modern lenders and banks. 

Watch this on-demand

Meet the Speakers:

Matt Tippets
Chief Product Officer, Total Expert

Lora Osborn
Sr. Director, Product Marketing, Total Expert

Know When Your Customers Act


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