Total Expert

Developer of enterprise-grade marketing automation and customer intelligence platform designed for financial services firms to empower sales teams with actionable data and insights to fuel sales growth. The company's platform aligns marketing, sales, and compliance departments in one system, offering customized content creation, distribution, and reporting of all marketing materials, enabling businesses to gain greater oversight and audit-ready compliance, fueling fast and confident decisions.

Minneapolis, United States of AmericaSoftware & SaaSEnterprise

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Clients

Freshdesk

Customer Interactive is a leading provider of contact center software and integration solutions. Our mission is to create and offer innovative contact center software while delivering premium service and support. We believe in building solid partnerships with ongoing consultation and collaboration in order to provide business solutions. Customer Interactive has positioned itself to focus on delivering next generation solutions in specific and niche areas such as Enterprise Contact Center Applications, Media Management Systems, Data Warehouse and Enterprise Business Intelligence Applications, and Web-enabled solutions.

San Mateo, United States of AmericaSoftware & SaaS

Mutual of Omaha

Provider of insurance services for individuals, businesses and groups throughout the United States. The company offers a range of insurance policies across health, accidents, life, disability, dental, cancer and long-term care along with employer-based plans, enabling individuals to protect what they care about and achieve their financial goals.

Omaha, United States of AmericaInsurance

NewFed Mortgage Corporation

Clients

Founded

2012

Employees

278

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Developer of custom-engineered software and aggregation platforms intended to serve the financial services industry. The company underpins insurance quote aggregators by gathering data, interpreting and understanding user behavior, enabling users to compare insurance, optimizing help for buying platforms, and supplementing their core commercial business to customers.

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