The awards program honors high-performing financial institutions for their innovation and relentless commitment to improving customer experience

NASHVILLE, Tenn.–(BUSINESS WIRE)–Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today announced the companies and individuals displaying an extraordinary commitment to customer experience as winners of the 2022 Expy Awards, Total Expert’s customer awards program.

The Expy Awards were founded in 2021 to recognize Total Expert customers for their achievements and utilization of the platform to the highest extent. Winners were selected for their ability to unlock data-driven insights, build authentic connections, and deliver meaningful customer journeys that make an impact in their organizations and their communities. This year’s winners were announced at Total Expert’s 2022 Accelerate Conference in Nashville, Tennessee.

“Most financial institutions today still run their organizations with a transactional mindset. They don’t put the effort or the investment into expanding and nurturing the customer relationship​,” said Joe Welu, founder and CEO of Total Expert. “That’s why we’re thrilled to honor these companies and individuals who understand that the most valuable asset is a financially healthy, happy customer. They’re going above and beyond to help customers make better financial decisions, and in return, they’re building relationships for life.”

The Expys were awarded across seven categories, including:

The Accelerate customer conference, an annual event highlighting customer experience innovation in financial institutions, brings together Total Expert customers, partners, and industry thought leaders for three days of discussion on driving growth, earning customer loyalty, and translating data into action.

For information on Accelerate 2023, reach out to events@totalexpert.com.

For more information on the Expy Awards, visit https://totalexpert.com/the-expy-awards/.

Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. For more information visit totalexpert.com.

Alex Gunderson Padilla totalexpert@padillaco.com 612-598-6398

Founded in 2003, Portada is the leading networking solutions platform for dynamic tech, marketing and media companies targeting consumers through cultural insights and passion points in the Americas.

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