Total Expert vs. RedPoint Customer Engagement Hub: Comparing Best Marketing Automation Solutions 2026

Overview: Total Expert and RedPoint Customer Engagement Hub as Marketing Automation Category solutions.

Total Expert: Total Expert is a customer engagement platform designed for financial institutions. Sustainable growth and increased loyalty are achieved through its purpose-built features.

RedPoint Customer Engagement Hub: The RedPoint Customer Engagement Hub™ unifies customer data and determines next-best actions. It orchestrates relevant omnichannel interactions at the customer's speed.

This comparison of Total Expert vs. RedPoint Customer Engagement Hub draws on 1218 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Total Expert supports Mortgage marketing automation, CRM and customer engagement platform, Customer engagement for mortgage lending, Client relationship management for mortgage lending, etc.

RedPoint Customer Engagement Hub supports Customer data unification for marketing, Omnichannel customer data unification, Customer data unification and analytics, Customer data unification for lending, etc.

Evidence shows that both products are used for Customer engagement, Marketing automation, Personalization.

Total Expert also covers Sales productivity, Loan origination, CRM management, Content marketing, etc.

RedPoint Customer Engagement Hub also covers Customer data management, Campaign management, Journey orchestration, Marketing program execution, etc.

What Total Expert and RedPoint Customer Engagement Hub are used for

Total Expert

Best known for
Stands out on

In common

Both are used for lifecycle engagement and retention and campaign management.

RedPoint Customer Engagement Hub

Best known for
Stands out on

Jobs compared

Job
Total Expert
RedPoint Customer Engagement Hub

Other use cases

Seen in customer stories but not yet grouped under a job.

Total Expert

All Total Expert use cases →

RedPoint Customer Engagement Hub

All RedPoint Customer Engagement Hub use cases →

"Main focus" marks the two jobs a product is used for most often.

Top Capabilities: Total Expert vs RedPoint Customer Engagement Hub

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

Total Expert
Shared
RedPoint Customer Engagement Hub
Shared by both · Topics
Total Expert only
RedPoint Customer Engagement Hub only

Deployed Industries: Total Expert vs RedPoint Customer Engagement Hub

Share of each product's customer stories by industry. Click any industry for supporting evidence.

Total Expert
Financial Services: 57% Banking: 38% Mortgage Lending: 4% Credit Unions: 1%
RedPoint Customer Engagement Hub
Hospitality: 29% Retail: 19% Financial Services: 14% Hospital & Health Care: 14% Apparel & Fashion: 14%
+ 1 more industry

Deployed Market Segments: Total Expert vs RedPoint Customer Engagement Hub

Share of peer evidence by company size for Total Expert and RedPoint Customer Engagement Hub. Each product segments add up to 100%. Click any segment for supporting evidence.

Total Expert 100%
RedPoint Customer Engagement Hub 100%

Total Expert and RedPoint Customer Engagement Hub: Best activities based on customer satisfaction

Total Expert in Action: Unique Activities

What Are the key features of Total Expert for Engagement Management?
Total Expert offers a comprehensive engagement management platform designed for financial institutions. The platform facilitates personalized, automated engagement at scale, leveraging expert content and integrating with existing technology systems. Total Expert enables institutions to enhance customer experience through deeper insights and multichannel communication.
"...Connect, engage and learn with leading financial brands at Total Expert s second annual road show, Accelerate 2020...." Appraisal, Broker, and Construction Products; Vendor News
How can Total Expert enhance your Social Media Management process?
Total Expert enables the creation and deployment of social media posts. The platform centralizes social media management. The software features flexible permission controls and analytics options.
"...The highly flexible, profile-based architecture provides precise permission controls and hierarchy settings for endless custom reporting and analytics options based on the unique preferences of the organization...." 2019 Best Tech Startups in St. Louis Park
How can Total Expert optimize your Communication Management Workflow?
Total Expert enables users to create and deploy various communication formats, including emails, video emails, social posts, and landing pages. The platform integrates multiple communication channels, allowing for simplified communication management. Total Expert leverages automation and intelligent technology to deliver personalized and timely messages to customers.
"...However, independent mortgage lenders and financial institutions have to be careful when it comes to posting on social media platforms...." Aug. 27: Subservicer survey, social media, DPA, multicultural products; wallowing in training, webinars, & events
What Are the key features of Total Expert for Relationship Management?
Total Expert Relationship Management empowers relationship managers to build and maintain relationships with clients and partners. The platform offers intelligent automation to streamline communication and engagement across various channels. This enables relationship managers to provide a seamless customer experience and build lasting relationships.
"...Overall I feel that our team has been able to maximize our efforts with this platform and really improve our realtor/referral partner relationships...." Peer review by Austin J., Marketing Field Manager, Financial Services
How does Total Expert address your Training & Onboarding Challenges?
Total Expert offers onboarding programs tailored to credit unions. The training emphasizes adoption and expansion of relationships. Customization options allow credit unions to adapt their onboarding journeys to meet specific needs.
"...Darin Scheidly Training and Development/Origination Support Manager, United Community Banks. ..." Accelerate Your Bank s Digital Transformation

News

Latest Total Expert news

Total Expert Declares the End of the CRM Era, Introduces the Customer ...

Total Expert introduces its Customer Operating System, marking a shift from traditional CRM to a platform that integrates Customer IQ, Lead Management, and AI Sales Assistants. This system enhances customer engagement by leveraging AI and human interaction to optimize customer lifetime value in financial services.

03/08/2026 - source

Latest RedPoint Customer Engagement Hub news

Engagys and Redpoint Global Partner to Transform Health Plan Member Engagement - Business Wire

Engagys and Redpoint Global are working together to improve how health plans engage with their members.

23/07/2024 - source