List of Total Expert Customer Intelligence Customers
Minneapolis, 55416, MN,
United States
Since 2010, our global team of researchers has been studying Total Expert Customer Intelligence customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Total Expert Customer Intelligence for Customer Analytics from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Total Expert Customer Intelligence for Customer Analytics include: Lake Michigan Credit Union, a United States based Banking and Financial Services organisation with 1534 employees and revenues of $490.0 million, Vandyk Mortgage Corporation, a United States based Banking and Financial Services organisation with 500 employees and revenues of $70.0 million, Better Home and Gardens Real Estate Prosperity, a United States based Construction and Real Estate organisation with 2 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Total Expert Customer Intelligence, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Total Expert Customer Intelligence customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Better Home and Gardens Real Estate Prosperity | Construction and Real Estate | 2 | $1M | United States | Total Expert | Total Expert Customer Intelligence | Customer Analytics | 2022 | n/a |
In 2022 Better Home and Gardens Real Estate Prosperity implemented Total Expert Customer Intelligence to monitor its borrower database and automate signal driven outreach. The deployment used Total Expert Customer Intelligence within a Customer Analytics context to support a U.S. mortgage CRM and marketing use case focused on post close retention and cross sell.
Total Expert Customer Intelligence was configured to continuously surface borrower intent signals including credit pulls, listings activity, and equity changes, and to orchestrate automated Journeys that convert signals into actionable work items. The implementation emphasized signal detection, lead scoring for borrower intent, and Journey templates that trigger personalized communication and loan officer notifications.
The solution operated across borrower records in Prosperity Home Mortgage systems and worked directly with automated Journeys to route opportunities to loan officers and marketing workflows. Operational coverage was centered on loan officers and the marketing team, with the platform serving as the system of engagement for post close borrower outreach in the United States.
Governance and process changes centralized signal to action workflows, creating standardized alerting and follow up procedures for loan officers and establishing Journey based ownership for retention and cross sell activity. Rollout focused on mapping borrower signals to Journey triggers and defining notification and handoff procedures to ensure timely outreach.
The case study reports that the configuration of Total Expert Customer Intelligence and automated Journeys exposed 27,904 active opportunities and helped close an additional 141M in funded loans in six months, demonstrating the platform driving a high volume of surfaced borrower leads and funded outcomes.
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Lake Michigan Credit Union | Banking and Financial Services | 1534 | $490M | United States | Total Expert | Total Expert Customer Intelligence | Customer Analytics | 2023 | n/a |
In 2023 Lake Michigan Credit Union implemented Total Expert Customer Intelligence to enhance CRM-driven member engagement and cross-sell efforts within its retail banking operations. The deployment targets Customer Analytics use cases for member retention and mortgage and loan origination alerting, aligning marketing and lending workflows around member financial behavior signals.
Total Expert Customer Intelligence was configured to enrich member profiles and generate real time Customer Intelligence alerts when members listed homes or reached equity thresholds, and those alerts triggered automated Journeys for targeted offers. The implementation emphasized profile enrichment, event detection, and Journey orchestration capabilities typical of Customer Analytics platforms, with business rules driving automated outbound marketing and loan outreach.
Operational scope centered on the credit union marketing team and lending outreach, using alert driven Journeys to connect members to loan products. Governance focused on embedding alert thresholds and Journey workflows into marketing operations and lending follow up, creating a closed loop from signal detection to campaign execution. The case study reports over $30M in funded loan volume in the first four months of use, an outcome explicitly attributed to Customer Intelligence alerts and Journey automation provided by Total Expert Customer Intelligence.
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Vandyk Mortgage Corporation | Banking and Financial Services | 500 | $70M | United States | Total Expert | Total Expert Customer Intelligence | Customer Analytics | 2023 | n/a |
In 2023, Vandyk Mortgage Corporation implemented Total Expert Customer Intelligence. Total Expert Customer Intelligence is a Customer Analytics application integrated with Encompass, Black Knight, and SimpleNexus to unify loan and engagement data across its U.S. mortgage operations, with a focus on borrower retention and realtor relationships.
The deployment consolidated data into data-rich customer profiles, surfaced behavioral and credit alerts, and automated Journey orchestration to trigger tailored outreach. Total Expert Customer Intelligence was configured to generate real-time alerts and to automate Journeys for loan officers and marketing teams, aligning marketing automation with CRM workflow.
Integrations with Encompass, Black Knight, and SimpleNexus established the authoritative loan lifecycle event feeds, enabling alert-driven workflows tied to borrower behavior and credit signals. Operational coverage centered on the U.S. mortgage CRM and marketing automation layers, enabling loan officer outreach and strengthened realtor engagement programs.
Governance changes formalized alert-to-outreach handoffs so loan officers responded to platform-generated signals, and Journey enrollment rules were automated to maintain consistent lifecycle communications. The case study explicitly credits Total Expert Customer Intelligence with powering alerts and loan officer outreach, and with generating $11,000,000 in net new loan applications in a six-month period.
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