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Total Expert is popular in Financial Services, Banking, and Real Estate industries and is widely used by Enterprise, Mid Market, and Large Enterprise.
Total Expert Product Overview
Total Expert elevates customer engagement for financial institutions by crafting personalized journeys that foster growth and loyalty. This platform is tailored specifically for banks and lenders, supporting over 200 financial entities. It enables these organizations to connect more deeply with their customers, enhancing retention and satisfaction. Total Expert's impact is evident in its adoption by modern financial brands seeking proven results in customer relations. This platform transforms how these institutions interact with their customers, ensuring each engagement is meaningful and sustainable.
How satisfied the customers are with Total Expert use-cases
Reviews
"Whether [relationship managers] are communicating via video, via text messaging, they're able to do it all within the Total Expert platform, which creates a more simplistic approach." - Michael Guidotti
"We've been able to cultivate prospects stay in front of them through a series of automations and drips throughout the process as soon as they make first contact with us." - Dan Catinella
Total Expert Customer Insights, Testimonials and Case Studies
How can Total Expert optimize your Engagement Management Workflow?
How can Total Expert enhance your Communication Management process?
What solutions does Total Expert provide for Relationship Management?
What solutions does Total Expert provide for Onboarding?
What is Total Expert?
Total Expert is an enterprise marketing and customer engagement platform built for financial services to drive growth and create customers for life with a marketing operating system. It helps to scale best practices and improve digital and social presence.
Total Expert helps to combine marketing and CRM functionality with the proprietary intelligent automation engine, empowering to manage the customer journey across the entire lifecycle.
Total Expert features include nurturing relationships and reach consumers with the right message at the right time on the right channel, deliver a superior experience with automated and personalized email engagement across the customer journey, engage consumers with an integrated SMS marketing strategy that supports customers across the entire journey, develop strategic co-marketing partnerships or unlock cross-sell opportunities across lines of business and many more.
What is Total Expert used for?
What are the top features of Total Expert?
Who uses Total Expert?
What are Total Expert alternatives?
Where is Total Expert located?
31 buyers and buying teams have used Cuspera to assess how well Total Expert solved their Marketing Automation needs. Cuspera uses 1037 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.
| CUSTOMERS | TESTIMONIALS |
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Whether [relationship managers] are communicating via video, via text messaging, they're able to do it all within the Total Expert platform, which creates a more simplistic approach. Testimonial By Michael Guidotti |
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We've been able to cultivate prospects stay in front of them through a series of automations and drips throughout the process as soon as they make first contact with us. Testimonial By Dan Catinella |
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Total Expert epitomizes the term partner. They are the partner that we want to challenge our other vendors to be like. Testimonial By Trey Rigdon AVP |
| CUSTOMERS | TESTIMONIALS |
|---|---|
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Michael Guidotti Director of Integration and Branch Technology American Pacific Mortgage |
Whether [relationship managers] are communicating via video, via text messaging, they're able to do it all within the Total Expert platform, which creates a more simplistic approach. Testimonial By Michael Guidotti |
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Dan Catinella Chief Digital Officer Finance of America |
We've been able to cultivate prospects stay in front of them through a series of automations and drips throughout the process as soon as they make first contact with us. Testimonial By Dan Catinella |
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Trey Rigdon AVP Director of Digital Experience Movement Mortgage |
Total Expert epitomizes the term partner. They are the partner that we want to challenge our other vendors to be like. Testimonial By Trey Rigdon AVP |
Total Expert Welcome & Overview
Peers used Total Expert for engagement management and social media management
Total Expert Competitors
Total Expert Features
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (11) |
| Analytics | Read Reviews (51) |
| Custom Reports | Read Reviews (109) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (11) |
| Analytics | Read Reviews (51) |
| Custom Reports | Read Reviews (109) |
Software Failure Risk Guidance
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Overall Risk Meter
Top Failure Risks for Total Expert
Total Expert Inc News
Total Expert Inc Profile
Company Name
Total Expert Inc
Company Website
//totalexpert.comHQ Location
1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US
Employees
101-250
Social
Financials
SERIES B
What benefits does Total Expert offer for Social Media Management?