Total Expert and Box+Bestow Announce Integration Partnership

FOR IMMEDIATE RELEASE

The integration will provide Total Expert users an automated solution to personalized gifting.

Chicago, IL — Box+Bestow—a distributor of premium closing gifts—today announces a new partnership with Total Expert, the leading CRM and customer engagement platform for modern financial institutions.

The integration between the two partners provide financial services users access to Box+Bestow’s high-end closing gift catalog without leaving the Total Expert platform, creating a deeply-integrated, personalized gift experience for their customers.

We’re absolutely thrilled to join Total Expert’s dynamic ecosystem of partners with this integration,” said Darren McAbery, General Manager of Box+Bestow. “Throughout the development process, our teams worked together to create an automated gift fulfillment solution that drives efficiencies & referrals at the end of a customer journey, without sacrificing quality or branding. A Box+Bestow integration enables Total Expert users to further enrich customer profiles with data that’s critical to customer advocacy, retention, and referral generation.

Box+Bestow’s technology leverages data from the Total Expert platform to create a personalized experience for customers, then sends actionable data back to a comprehensive customer record within Total Expert. Users can build trigger-based automations to create prompts to send gifts, or automatically send gifts at any stage of the customer journey. Unlike many gift services, Box+Bestow builds gifts around social issues—such as entrepreneurial veterans or women, worldwide poverty, or climate change—and carefully curates premium products around those stories. Every Box+Bestow gift is beautifully presented in an elegant black box with a branded metal plate.

About Box+Bestow

Box+Bestow creates closing gifts to surprise & delight financial services customers that build goodwill & drive referral business. Each closing gift is created with high-quality products that address social, racial, and gender inequities. The Box+Bestow fulfillment platform enables users to automate personalization with each gift—while maintaining brand, finance, and legal compliance. For more information about Box+Bestow, please visit boxandbestow.com.

About Total Expert

Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. For more information, visit totalexpert.com. For conversations between modern banks and lenders on leadership and innovation, listen to the Expert Insights podcast, hosted by founder and CEO Joe Welu.