Latest news with #TotalExpert
Yahoo
09-06-2025
- Business
- Yahoo
Total Expert Announces Voice AI Sales Assistant Purpose Built for Mortgage Lending
Agentic technology helps lenders scale growth and improve customer retention by boosting engagements, conversions, and productivity MINNEAPOLIS, June 09, 2025--(BUSINESS WIRE)--Total Expert, the FinServ leader in customer engagement software, today announced the debut of its AI Sales Assistant at The Gathering by HousingWire. The new AI-powered assistant is already in private beta with select customers, including several top 10 lenders. Human Like Conversations via Voice/SMS The AI Sales Assistant is not a chatbot retrofitted for financial services—it is an enterprise-grade, agentic AI system, capable of scalable intelligent human-like conversations across voice and SMS. "With over 1.5 million mortgage-specific human-like voice calls successfully completed, the technology has far exceeded everyone's expectations on the impact AI can have," said Joe Welu, Chief Executive Officer at Total Expert. "We believe AI should supercharge people like loan officers who are considered trusted advisors, by keeping the human in the loop in the key moments of the customer journey—like when a borrower is ready to start talking about specific loan options. Many of the other lower-value sales tasks, like following up with cold leads, can and should be handled by an AI sales assistant—allowing them to reach levels of productivity they never considered possible." Unlike most technology vendors that are racing to splash AI onto everything without clear ROI, Total Expert has taken a more deliberate and thoughtful approach to AI by focusing on going deep into important workflows across the customer journey and indexing on the most important business outcomes. AI That Works for Lending Core capabilities of the AI Sales Assistant include: Proactive, timely outreach triggered by borrower intent signals Initiating and following up with prospects through high-quality and brand-aligned voice conversations Voice-based engagement aligned with lender brand standards Capturing key borrower data, including goals and application details Completing handoffs and updates CRM systems with full conversation context Compliant-aware communication with full audit trails and secure encryption With the assistant handling repetitive outreach and qualification tasks, loan officers are freed to focus on what matters most: building relationships and closing applications. Enterprise-Grade Compliance and Data Integrity Total Expert's AI Sales Assistant is built on a foundation of trust, privacy, and control: Independent training for LLMs that never uses customer data Continuous independent training models, meeting FinServ Data Security Standards Encryption at rest and in transit Awareness and perspective for TCPA, and other mortgage-specific regulations Full auditability for communication tracking "We don't bolt on compliance after the fact," said Welu. "We build it in—so lenders can innovate without risking trust or regulatory exposure." Early Results and What's Ahead Currently in private beta with select institutions, the AI Sales Assistant is already driving unprecedented surges in productivity and conversion rates in early use through: Increased speed-to-lead and engagement rates Refined cadence for follow-ups that are often missed or delayed Better-qualified borrowers reaching loan officers at the right moment Higher conversion on lower quality leads The assistant is designed to evolve through real-world use and feedback, enabling lenders to refine agent behavior to align with their unique brand, regulatory guidelines, and sales strategies. See It in Action Total Expert will be showcasing AI Sales Assistant at HousingWire: The Gathering, June 8-11, offering live demos for lenders looking to gain an edge in today's competitive market. To learn more or request a private demo, visit About Total Expert Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. View source version on Contacts MEDIA CONTACT Allison
Business Wire
09-06-2025
- Business
- Business Wire
Total Expert Announces Voice AI Sales Assistant Purpose Built for Mortgage Lending
MINNEAPOLIS--(BUSINESS WIRE)-- Total Expert, the FinServ leader in customer engagement software, today announced the debut of its AI Sales Assistant at The Gathering by HousingWire. The new AI-powered assistant is already in private beta with select customers, including several top 10 lenders. Human Like Conversations via Voice/SMS The AI Sales Assistant is not a chatbot retrofitted for financial services—it is an enterprise-grade, agentic AI system, capable of scalable intelligent human-like conversations across voice and SMS. 'With over 1.5 million mortgage-specific human-like voice calls successfully completed, the technology has far exceeded everyone's expectations on the impact AI can have,' said Joe Welu, Chief Executive Officer at Total Expert. 'We believe AI should supercharge people like loan officers who are considered trusted advisors, by keeping the human in the loop in the key moments of the customer journey—like when a borrower is ready to start talking about specific loan options. Many of the other lower-value sales tasks, like following up with cold leads, can and should be handled by an AI sales assistant—allowing them to reach levels of productivity they never considered possible.' Unlike most technology vendors that are racing to splash AI onto everything without clear ROI, Total Expert has taken a more deliberate and thoughtful approach to AI by focusing on going deep into important workflows across the customer journey and indexing on the most important business outcomes. AI That Works for Lending Core capabilities of the AI Sales Assistant include: Proactive, timely outreach triggered by borrower intent signals Initiating and following up with prospects through high-quality and brand-aligned voice conversations Voice-based engagement aligned with lender brand standards Capturing key borrower data, including goals and application details Completing handoffs and updates CRM systems with full conversation context Compliant-aware communication with full audit trails and secure encryption With the assistant handling repetitive outreach and qualification tasks, loan officers are freed to focus on what matters most: building relationships and closing applications. Enterprise-Grade Compliance and Data Integrity Total Expert's AI Sales Assistant is built on a foundation of trust, privacy, and control: Independent training for LLMs that never uses customer data Continuous independent training models, meeting FinServ Data Security Standards Encryption at rest and in transit Awareness and perspective for TCPA, and other mortgage-specific regulations Full auditability for communication tracking 'We don't bolt on compliance after the fact,' said Welu. 'We build it in—so lenders can innovate without risking trust or regulatory exposure.' Early Results and What's Ahead Currently in private beta with select institutions, the AI Sales Assistant is already driving unprecedented surges in productivity and conversion rates in early use through: Increased speed-to-lead and engagement rates Refined cadence for follow-ups that are often missed or delayed Better-qualified borrowers reaching loan officers at the right moment Higher conversion on lower quality leads The assistant is designed to evolve through real-world use and feedback, enabling lenders to refine agent behavior to align with their unique brand, regulatory guidelines, and sales strategies. See It in Action Total Expert will be showcasing AI Sales Assistant at HousingWire: The Gathering, June 8-11, offering live demos for lenders looking to gain an edge in today's competitive market. To learn more or request a private demo, visit About Total Expert Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.
Associated Press
19-03-2025
- Business
- Associated Press
Total Expert and The Baldwin Group Partner at the 2025 Medicarians Conference to Reimagine Medicare Marketing
Total Expert, the FinServ leader in consumer engagement software, and The Baldwin Group, a leading insurance brokerage firm, are joining forces to showcase compliant marketing automation solutions at the 2025 Medicarians Conference. The conference will take place in Las Vegas from March 31 to April 2, 2025. Through this collaboration, Total Expert and The Baldwin Group will provide Medicare agents with tools to create comprehensive member engagement Journeys that automate communication and enhance the member experience. Additionally, Medicare marketers who use Salesforce can interact directly with their contacts using the Total Expert for Salesforce integration. 'The complexity of the Medicare market has increased dramatically, with the average beneficiary now able to choose from an average of 43 different Medicare Advantage plans —double the options available in 2018,' said Joe Welu, CEO of Total Expert. 'As competition intensifies, our mission is to equip insurance agents with the resources to differentiate themselves and better connect with their customers. Our collaboration with The Baldwin Group reflects our commitment to enhancing agent capabilities in this evolving landscape.' At the Medicarians Conference, agents will have firsthand opportunities to experience purpose-built solutions from The Baldwin Group and Total Expert. The partnering organizations will demonstrate how agents can use the combined strength of these tools to immediately improve their outreach goals—like increased efficiency and member engagement—using a modern communication platform. 'We understand the challenges agents face in today's market,' said Blake McCoy, Medicare Executive Director of The Baldwin Group. 'Total Expert has a proven track record as a trusted marketing and lead generation solution. That's why we're proud to continue building our partnership with Total Expert and bringing tailored solutions that streamline operations and empower agents to reach and better serve Medicare members.' How Total Expert and The Baldwin Group help agents take their marketing to the next level: The Baldwin Group Supports Independent Insurance Agents: Field Marketing Organizations (FMOs) like The Baldwin Group help independent insurance agents market and sell Medicare plans. The Baldwin Group provides agents with valuable tools, expert advice, and new contract opportunities to grow their businesses. Total Expert provides the marketing hub for The Baldwin Group to scale their robust offering for their Agents. Benefits for Agents: Agents can improve member retention by using advanced marketing tools that keep the Agents in front of their customers. Agents can strengthen their local marketing efforts, connecting more effectively with members and prospects. Agents can manage a higher volume of deals, enhancing their overall productivity and success. Agents get access to personalized agency grade marketing collateral and libraries all in a single platform. 'As the Medicare landscape continues to evolve, our joint efforts will ensure that agents have the resources they need to thrive in this competitive market and win members for life,' Welu said. 'We aim to simplify the process of connecting agents, agencies, carriers and healthcare providers into one cohesive network. This helps agents stay top-of-mind for their clients and fosters meaningful, long-term relationships.' Additional information about Total Expert is available at About Total Expert Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange. The Baldwin Group is an insurance brokerage firm striving to find clients the best personal insurance coverage for property, vehicle, umbrella, small business, life, and Medicare. We offer coverage from some of the most trusted names in insurance today. Based on our clients' budget and specific insurance needs, our agents provide expertise on which option fits them best. Tyler Coleman SOURCE: Total Expert Copyright Business Wire 2025. PUB: 03/19/2025 09:00 AM/DISC: 03/19/2025 09:03 AM
