Customer intelligence

One Year Since Launching Customer Intelligence, Total Expert Introduces Powerful New Credit Improvement and Equity Solutions for Financial Institutions

Retrieved on:

Wednesday, November 8, 2023

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that help organizations drive growth and create customers for life in any market.

Key Points:

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that help organizations drive growth and create customers for life in any market.
With this new release, Total Expert’s Customer Intelligence delivers equity and credit improvement insights that enrich customer profiles and provide a deeper understanding of each customer’s financial milestones and intent.
Customer Intelligence Attribution Dashboard—Visualize success and attribution metrics, including opportunities surfaced, loan application and funded loan volumes stemming from Customer Intelligence and Journeys.
Social Media Video Support—Easily access and post videos from the Total Expert platform on integrated social media accounts to drive campaign engagement.

Total Expert Joins AWS ISV Accelerate Program

Retrieved on:

Tuesday, October 31, 2023

Professional Services, Apps, Applications, Technology, Software, Finance, Fintech, Banking, Customer intelligence, AWS, Behavior, Amazon Web Services, Amazon, Education, Organization, ISV, Bank

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced it has joined the Amazon Web Services (AWS) Independent Software Vendor (ISV) Accelerate program, a program for AWS Partners who provide software solutions that run on or integrate with AWS, dedicated to the global business development of partners.

Key Points:

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced it has joined the Amazon Web Services (AWS) Independent Software Vendor (ISV) Accelerate program, a program for AWS Partners who provide software solutions that run on or integrate with AWS, dedicated to the global business development of partners.
This program deepens Total Expert's relationship with AWS, underscoring a shared commitment to delivering value to the financial services industry.
Total Expert Customer Intelligence continuously enriches customer profiles with actionable consumer lifestyle, behavior, and intent data, so financial institutions can quickly react with relevant education and offers.
“We're excited to join the AWS ISV Accelerate Program,” said Joe Welu, founder and CEO at Total Expert.

Total Expert Adds Josh Jabs as Chief Technology Officer to Fuel Innovation in the Next Stage of Growth

Retrieved on:

Thursday, October 26, 2023

Professional Services, Technology, Finance, Software, Fintech, Banking, Customer intelligence, Government, Software as a service, Growth, Intelligence, Total, Investment, Unitary state, Entrust, Multimedia, Bank, JABS

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced that Josh Jabs has joined the company’s executive leadership team as Chief Technology Officer (CTO).

Key Points:

Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced that Josh Jabs has joined the company’s executive leadership team as Chief Technology Officer (CTO).
As CTO, Jabs will lead Total Expert’s product and engineering teams and set the strategic innovation path for the company.
View the full release here: https://www.businesswire.com/news/home/20231026890103/en/
Josh Jabs, Chief Technology Officer at Total Expert (Photo: Business Wire)
“Josh has extensive expertise driving results through customer-focused innovation, leveraging market disruptions and building high-performing teams,” said Chad Gaydos , president of Total Expert.
“I’m thrilled to join the Total Expert mission of delivering the perfect customer journey across every financial milestone.

Mountain West Financial Deploys Total Expert and Polly as Its New, Modern Customer Engagement and Lending Foundation

Retrieved on:

Wednesday, October 11, 2023

Mountain West loan officers can now populate both MLS and non-MLS rate flyers in seconds, using real-time, scenario specific mortgage offers.

Key Points:

Mountain West loan officers can now populate both MLS and non-MLS rate flyers in seconds, using real-time, scenario specific mortgage offers.
“Total Expert and Polly give us the insights and tools to deliver the financial expertise our borrowers need when they need it.
Now, we can quickly deliver custom lending offers based on up-to-date market information to everyone identified by Customer Intelligence as hot leads.
For more information about Total Expert and Polly, please visit totalexpert.com or polly.io .

Dialpad Awarded 2023 Google Cloud Technology Partner of the Year for Productivity and Collaboration

Retrieved on:

Tuesday, August 29, 2023

Dialpad, Inc. , the industry-leading Ai-Powered Customer Intelligence Platform, today announced it has received a 2023 Google Cloud Technology Partner of the Year Award in the Productivity and Collaboration category.

Key Points:

Dialpad, Inc. , the industry-leading Ai-Powered Customer Intelligence Platform, today announced it has received a 2023 Google Cloud Technology Partner of the Year Award in the Productivity and Collaboration category.
Built from the ground up on Google Cloud over a decade ago, Dialpad is an Ai-Powered Customer Intelligence Platform that closely partners across multiple Google business sectors, including Google Cloud, Google Workspace, Google Chrome, Google Fiber and Android.
Dialpad has since expanded its relationship with Google Cloud, transforming how customers prepare for enterprise AI readiness and adoption.
To learn more about Dialpad’s partnership with Google Cloud and how its advanced Ai capabilities can support your business needs, visit https://www.dialpad.com/dialpad-for-google/ .

Total Expert Introduces the Next Generation of Customer Intelligence

Retrieved on:

Wednesday, August 23, 2023

Technology, Insurance, Other Communications, Finance, Marketing, Banking, Communications, Professional Services, Software, Digital Marketing, Database, Growth, LTV, Life, Customer intelligence, Bank

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that enable users to drive growth and create customers for life in any market.

Key Points:

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that enable users to drive growth and create customers for life in any market.
Total Expert’s next-generation Customer Intelligence solution provides financial institutions with the most relevant insights to understand customer needs, deliver personalized messaging, and drive the next best action throughout their financial journey.
This next phase of Customer Intelligence introduces equity enrichment to the list of tools loan officers can tap to identify and capitalize on opportunities sourced within their existing database.
Customer Intelligence will soon also include credit improvement and life event insights that provide an even richer profile of every customer—identifying needs and intent and growing deeper customer relationships.

THE WELL-BEING OF FIRST RESPONDERS: A VITAL CALL TO ACTION

Retrieved on:

Wednesday, July 5, 2023

SCOTTSDALE, Ariz., July 5, 2023 /PRNewswire/ --

Key Points:

While their commitment to public safety is commendable, the toll on their mental health cannot be ignored.
First responders, including police officers, firefighters, paramedics and other emergency personnel, deserve the right resources so they can prioritize their own well-being and mental health.
This program provides resources to first responders at no cost to them, including disaster relief support, charitable donations and officer wellness.
At Overstock.com, she led the charge on the marketing strategy for Worldstock, Overstock's corporate social responsibility initiative.

Twilio and Frame AI Announce Partnership to Uplevel Contact Center Experiences with AI

Retrieved on:

Wednesday, June 28, 2023

Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, and Frame AI, the next-generation AI-driven platform for Customer Intelligence, today announced a partnership to leverage AI to enhance customer engagement delivered within Twilio Flex.

Key Points:

Twilio Inc. (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, and Frame AI, the next-generation AI-driven platform for Customer Intelligence, today announced a partnership to leverage AI to enhance customer engagement delivered within Twilio Flex.
By teaming up, Twilio and Frame AI will strengthen how AI powered insights can transform the contact center experience.
Flex and Frame AI can enable contact center managers to drive down costs for operation while also improving the end-to-end experience for consumers.
Close ties and a strong mission alignment have existed between Twilio and Frame AI since 2022, when Twilio Ventures invested in Frame AI's Series A extension round.

Total Expert Announces Customer Expy Award Winners at 2023 Accelerate Conference

Retrieved on:

Wednesday, June 14, 2023

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced the winners of the 2023 Expy Awards , recognizing industry trailblazers who are reimagining the customer journey.

Key Points:

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today announced the winners of the 2023 Expy Awards , recognizing industry trailblazers who are reimagining the customer journey.
Founded in 2021, the Expy Awards recognize Total Expert customers for their achievements and utilization of the platform to the highest extent.
This year’s winners were announced at Total Expert’s 2023 Accelerate Conference in Coronado, California, where financial services leaders gathered to share winning strategies.
The Accelerate customer conference, an annual event highlighting customer experience innovation, brings together Total Expert customers, partners, and industry thought leaders for three days of discussion on market challenges, driving growth, and translating data into action.

Canvas Credit Union Selects Total Expert to Power Member Experience and Engagement

Retrieved on:

Tuesday, May 23, 2023

By leveraging Total Expert, Canvas Credit Union’s loan officers will be able to more efficiently manage and interact with their database of members by leveraging automated customer journeys. The platform will also play a pivotal role in streamlining marketing efforts--the marketing content library will allow loan officers to easily access plug-and-play co-branded materials, adding value to referral partners as well as members.

Key Points:

Canvas Credit Union , a growing community-oriented financial cooperative, has partnered with Total Expert to enhance member experience, improve communication across their 33 locations, and streamline loan officer workflows.
Canvas Credit Union joins a growing list of financial institutions tapping the power of Total Expert, the platform that powered nearly 40% of all U.S. home loan transactions in 2022.
“Our team at Canvas is excited to take advantage of the Total Expert platform, especially the Customer Intelligence milestone update alerts,” said Andy Watson, SVP of mortgage at Canvas Credit Union.
“Canvas Credit Union is a prime example of a modern credit union that understands the importance of leveraging technology to better serve members,” said Joe Welu , founder and CEO of Total Expert.