CUSPERA

Total Expert

4.29 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(888 Reviews)

Total Expert | Enables lending and financial firms to create customers for life by blending human relationships with digital simplicity

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About 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.

Peer and Expert Reviews
for Total Expert

Goals

Scale best practices and Improve digital and social presence are the most popular goals peers achieved using Total Expert .

Other goals:

  • Improve ROI
  • Grow market share
  • Increase sales & revenue
  • Launch new products
  • Improve internal communications
  • Establish thought leadership
  • Enter new markets internationally or locally
  • Improve stakeholder relations
  • Enhance customer relationships
  • Manage risk
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Channels

It is the best suited for website, social media, video, channels.

Other channels:

  • e-mail
  • promotions
  • print media
  • chat
  • magazine
  • display advertisement
  • games
  • user generated content
  • blogs
See all channels See less channels

Processes

Peers recommend engagement management, social media management, communication management, as the business processes that they have been most satisfied while using Total Expert .

Read Reviews of Business Process for Total Expert

Engagement management

Engaging and following up

Social media management With Social media and Video and E mail and Website

Engaging on social media With Social media and Video and E mail and Website

Scheduling post to social media With Social media and Video and E mail and Website

Communication management With E mail and Website and Social media and Video

Sending & publishing communications With E mail and Website and Social media and Video

Campaign management

Relationship management

Helpdesk management With Chat and Video

Customer case management

Capturing leads With Website

Lead qualification

Lead qualification: technographic

Content management

Generation of new leads With Website

Drip marketing

Lead management

Partner marketing

Lifetime value management

Lead nurturing

Workflow management

Coaching

Collaboration

Conversion management

Contact list management

Training & onboarding

Personalized marketing

Community building

See allless Activities

Popular Business Setting
for Total Expert

Top Industries

  • Financial Services
  • Real Estate
  • Banking

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Peers used Total Expert to Scale best practices and Improve digital and social presence

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IT and Other Capabilities
for Total Expert

  • Low
  • Medium
  • High

data

Data Import

Data Export

Support

Email Support

24/7 Support

Chat Support

Phone Support

Other

AI Powered

Analytics

Custom Reports

Failure Risk Guidance Security Report ?

See Sample Risk Report

Overall Risk Meter

Low Medium High

Top Failure Risks for Total Expert

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First 5 Reports are Free

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Vendor Profile Details

Company Name Total Expert
Company Website https://totalexpert.com/
HQ Location 1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US
Employees 101-250
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Financials Series B