Total Expert’s customer base includes eight of America’s top 15 lenders like U.S. Total Expert enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their. Total Expert also believes that its will help lenders prepare for. The climate crisis cannot be tackled and global disaster averted without re-engineering the world’s financial systems to align them with decarbonisation and sustainability, according to an investment expert determined to achieve fundamental changes in how capital is. According to the company, these additions will help modern financial institutions build loyalty as they acquire, nurture, and retain customers through communication. Total financial re-engineering needed to avoid climate disaster, says expert.
Total expert series#
The company’s platform allows banks and lenders to create and track every tweet, text, email, postcard, etc., from first send to closed transaction, and polish and personalize every communication whether a customer is just starting to research a mortgage or they’re a years-long relationship who may now be ready to open new credit and deposit accounts for their teenagers. Total Expert upgraded its CRM and customer engagement platform with a series of new functionalities and products. Total Expert is intently focused on rapidly innovating our product and we aim to partner with other cutting-edge providers in the industry to offer the best-in-class solution to our clients this partnership with Mortgage Coach does just that.
Total expert software#
A fledgling startup in 2016, Total Expert was born in the shadow. Louis Park, Minnesota, Total Expert is a FinTech software company developing the first purpose-built, enterprise-grade experience platform for the modern. Led by Joe Welu, founder and CEO, Total Expert provides an enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create and nurture the customer relationship by staying ahead on how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Total Expert is a financial services specific marketing and customer engagement platform. The company intends to use the funds to accelerate marketing innovation in banking and lending, and begin expanding into insurance and wealth management in America and around the world. The round, which brought total funding raised to date to $34m, was led by Emergence Capital with participation from Rally Ventures and Arthur Ventures.
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Total Expert, a Minneapolis, MN-based provider of marketing operating system software for banks & lenders, raised $20m in Series B funding.