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Capacity and Total Expert Partner to Provide AI-Enabled Productivity Solutions for Financial Institutions

by | Jun 13, 2023

ST. LOUIS, Mo., June 13, 2023 – Capacity, a leader in AI-powered support automation solutions, and Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced a new partnership to deliver cutting-edge technology solutions to their customers.

With this new partnership, Total Expert customers will be able to access their contact, loan and borrower data using Capacity’s industry-leading conversational AI platform. By combining Capacity’s natural language processing and machine learning capabilities with Total Expert’s platform, lenders can efficiently communicate with customers throughout the loan application process, nurture relationships, and create customers for life.

“We are thrilled to partner with Total Expert to bring the best of both worlds to our customers,” said David Karandish, CEO of Capacity. “By combining our conversational AI platform with Total Expert’s customer engagement platform, we can help financial institutions deliver a more personalized and efficient experience to their customers.”

Total Expert empowers financial institutions to engage with their customers at the right time across multiple channels. The integration will allow Capacity users to perform various functions from Total Expert, like view recent contacts, search contacts, create a contact, add a note, and more. This lets users stay inside the platform they’re using while having immediate access to Total Expert features and data.

“Capacity’s conversational AI technology is the perfect complement to our platform,” said Patrick Hanley, Vice President of Strategic Alliances for Total Expert. “Together, we can help our financial institutions deliver exceptional journeys for clients and build deeper, more meaningful relationships.”

To find Capacity in the Total Expert Marketplace, please go to https://info.totalexpert.com/marketplace/capacity-total-expert-integration.

About Capacity

Capacity is a support automation platform that uses AI to deflect repetitive questions, automate mundane tasks, and connect disparate systems in one platform. They work with 1500+ customers to automate both customer support and team member support across SMS, Web, Mobile, Email, MS Teams and Slack. Proudly based in St. Louis, MO. For more information, visit capacity.com.

About Total Expert

Total Expert is the purpose-built CRM and customer engagement platform trusted by more than 175 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange. For conversations between modern banks and lenders on leadership and innovation, listen to the Expert Insights podcast hosted by Founder and CEO Joe Welu. For more information, visit totalexpert.com.