Bank / Credit Union

Credit Union 1 partners with Total Expert for member engagement

November 4, 2022

Credit Union 1, based in Illinois, Indiana and Nevada, has partnered with Total Expert to integrate its CRM and member engagement platform across its retail banking operations. With this platform, Credit Union 1's retail loan officers can build their brand while also managing tasks with key customer data, according to a press release.

"Credit unions, banking institutions and mortgage lenders alike are all experiencing a smaller window of customer opportunities than in recent years, putting increased pressure on teams to capitalize on every possible lead and opportunity," Joe Welu, founder and CEO of Total Expert, said in the release. "But the reality is, no one is betting against home ownership in America, and consumers continue to search for their dream home. We're excited to partner with Credit Union 1 to empower their lenders to use data-driven messaging to fill their pipelines and help put their loan officers in the best possible position to succeed in any market."

"At Credit Union 1, our mission is to exceed our members' expectations by providing them with innovative financial solutions that help them reach their financial goals," Jennifer Poniatowski, VP of mortgage sales at Credit Union 1, said in the release. "With an improved holistic view into our members' data, we will be better equipped to offer them personalized messaging that best fits their unique financial experience and helps them achieve their goals. Through our partnership with Total Expert, we'll be able to deliver increased value for each of our members."