Proven industry veteran joins the executive leadership team with 25 years of experience scaling and driving technology innovation in financial services

Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, today announced that Bill Parker has joined the company’s executive leadership team as Chief Technology Officer (CTO). As CTO, Parker will lead Total Expert’s product and engineering teams and set the strategic product roadmap and innovation path for the company.

Total Expert has earned its market leader position, with the company’s platform powering more than 2.1M mortgage loans in 2022, representing more than 36% of total U.S. home loan volume.

“Bill joins our team with 25 years of experience leading high-performing technology teams and delivering disruptive innovation for financial services,” said Joe Welu, founder and CEO of Total Expert. “Bill is a game changer. He’s an original thinker and will be an incredible asset to Total Expert as we continue to modernize how financial service organizations engage with customers and create authentic, lifelong relationships.”

Before Total Expert, Parker was CTO with Built Technologies, where he led the company’s engineering, information security, and infrastructure efforts to secure client data for the nation’s largest banks. Prior to that, he spent two decades with industry leaders Rocket Loans and Rocket Mortgage, helping to build, automate, and scale one of the nation’s largest mortgage and consumer loan origination systems.

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“With my experience serving financial institutions and building scalable technology, it feels as if I’ve been preparing for this role for the past 25 years. Having seen Total Expert’s early success in Customer Intelligence and knowing where that product can go with data prioritization, supplementation, enrichment, and more, I can see it is poised for exciting growth in the coming years,” said Parker. “We have tremendous potential to not only unlock new vertical capabilities but also to help customers continue to realize tremendous value from their technology in any market. I can’t wait to dig in, meet customers, and build on Total Expert’s impressive trajectory.”

In 2022, Total Expert introduced its Customer Intelligence solution, providing banks and mortgage lenders the behavior and intent data they need to connect with customers at key moments of opportunity and unlock growth. Since launching the solution, Total Expert has surfaced insights and automated customer journeys that have led to over $9B in loan applications. Many of these loans stemmed from re-engaged leads and former customers that had fallen through the cracks and would have otherwise been missed.

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