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Credit Unions must transform the member experience to secure their position as a trusted financial partner in modern communities. Total Expert is your trusted partner accomplish your goals. 

Marketing

Humanize your marketing outreach with relevant messaging that engages members across channels and grows lasting relationships.

Compliance

Navigate complex financial regulations with an audit-ready solution for all your marketing and co-marketing activity — centralized for enterprise control.

CRM

Drive personalized outreach to your member database with actionable insights that streamline productivity and business growth.

Integrations

Keep all branches connected with a modern API for seamless integration with your enterprise applications and data providers.

Help your customer-facing teams do what credit unions do best – serve your members personalized financial solutions that empower them to achieve their lifelong goals.

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