customer-engagement-platform
(2)
Total Expert
Total Expert is a Minnesota-based fintech company that builds a purpose-built customer engagement platform for banks, credit unions, mortgage lenders, insurance and wealth firms. Founded by Joe Welu in 2012, its CRM, marketing automation and AI-driven customer intelligence tools help financial institutions unify borrower data, spot lending opportunities in real time, and guide customers across financial milestones. It serves more than 200 financial institutions, including 15 of the top 25 U.S. banks and lenders.
Attentive
Attentive is an AI-powered marketing platform that helps consumer brands talk to customers the way customers actually want to be reached - over text, email, RCS, and push. Founded in 2016 by Brian Long and Andrew Jones, the company pioneered compliant, personalized SMS marketing and now serves more than 8,000 brands, powering tens of billions of dollars in customer revenue and crossing $500M in annual recurring revenue in 2024.