Personalizing every touchpoint

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Total Expert shares how orchestrated, personalized, and automated journeys can help create customers for life at your financial institution.



Jon Oja, Product Marketing Manager, Total Expert

With over 10 years of financial and healthcare SaaS technology experience, Jon has spearheaded numerous new product initiatives and helped banks drive meaningful customer engagement. Jon focuses on how technology can set financial institutions apart and drive the next phase of innovation and long-lasting borrower relationships. As a product marketing manager at Total Expert, he follows market trends, customer needs, and solution requirements closely, as he brings new products to market.


Samantha Thielen, Sales Engineer, Total Expert

As a sales engineer at Total Expert, Samantha prepares tailored presentations to demonstrate the value and key differentiators of the product platform. She collaborates with a cross-functional team to ensure a seamless buying and implementation experience as well as drive the product roadmap.


The state of financial marketing

Which financial institutions will win in a year like 2021? Find out in this report, examining how evaluating financial institutions’ overall readiness to deliver on-point customer experience. Download the report and learn:

  • The three challenges that most financial institutions are facing
  • How they leverage data throughout marketing and the customer experience
  • The 4 steps banks and credit unions can use to overcome the key obstacles
Download Now