![]() ![]() With a new name and logo, it was important to take the brand further and translate it into real-world experiences, which the people of Canvas would appreciate, understand and feel. Canvas encompassed everything the credit union was and wanted to be. Delivering on this sense of comfort and weaving in casual approachability, we designed the logo to be simple and friendly using lowercase letters in the pathmark, in keeping with Canvas’s delightfully offbeat personality. It’s also a broad tarp that covers and protects. A canvas is where a member can paint the unique story of their life. Internally, Canvas is well recognized for its culture and has been certified by the Great Place to Work ® Institute for four consecutive years.The combination of this sense of partnership with the organization’s personable atmosphere inspired the new name: Canvas. Serving Colorado communities for more than 85 years, Canvas currently has 33 branches. Canvas provides a full array of financial products and services, including savings, checking, loans, mortgages, and online and mobile options. For more information, visit .Ĭanvas Credit Union is a safe and insured financial institution with over $4.3 billion in assets and more than 300,000 members. For conversations between modern banks and lenders on leadership and innovation, listen to the Expert Insights podcast hosted by Founder and CEO Joe Welu. 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. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert is the purpose-built CRM and customer engagement platform trusted by more than 175 financial enterprises. Since launching Customer Intelligence in 2022, 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.įor more information about Total Expert, visit. “Our platform marries member intent with intelligent automation to put more opportunities in the hands of loan officers so the Canvas Credit Union team can spend more time supporting the financial well-being of their members.” “Canvas Credit Union is a prime example of a modern credit union that understands the importance of leveraging technology to better serve members,” said Joe Welu, founder and CEO of Total Expert. ![]() The platform will also play a pivotal role in streamlining marketing efforts-the marketing content library will allow loan officers to easily access plug-and-play co-branded materials, adding value to referral partners as well as members. Total Expert will be key in helping us to deliver a more personalized experience to our members.”īy leveraging Total Expert, Canvas Credit Union’s loan officers will be able to more efficiently manage and interact with their database of members by leveraging automated customer journeys. “In this competitive market, being aware of and monitoring major life events is critical. “Our team at Canvas is excited to take advantage of the Total Expert platform, especially the Customer Intelligence milestone update alerts,” said Andy Watson, SVP of mortgage at Canvas Credit Union. With deep roots in Colorado, Canvas Credit Union has been on a mission since 1938 to help their more than 300,000 members “afford life.” With so many members, Canvas Credit Union was looking for a SaaS platform to empower their loan officers to be proactive and efficient when serving members and managing their experience. Canvas Credit Union joins a growing list of financial institutions tapping the power of Total Expert, the platform that powered nearly 40% of all U.S. MINNEAPOLIS-( BUSINESS WIRE)- Canvas Credit Union, a growing community-oriented financial cooperative, has partnered with Total Expert to enhance member experience, improve communication across their 33 locations, and streamline loan officer workflows. ![]()
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