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Total Expert

4.29 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(809 Reviews, Testimonials & Expert Opinions)
(809 Reviews, Testimonials & Expert Opinions)

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.

Evaluating Total Expert for your Marketing Automation need?

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Our AI advisor, Wyz, harnessed 809 insights from peers and experts who used Total Expert to help you determine how well it fits your Marketing Automation needs.

Peer and Expert Opinions
for Total Expert


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

Other goals:

  • Scale best practices
  • Grow market share
  • Launch new products
  • Increase sales & revenue
  • Improve internal communications
  • Improve stakeholder relations
  • Enter new markets internationally or locally
  • Enhance customer relationships
  • Establish thought leadership
  • Manage risk
See all goals See less goals


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


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

Read Peer and Expert Experience for Business Use Cases

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

Customer case management

Capturing leads With Website

Helpdesk management With Chat and Video

Lead qualification

Lead qualification: technographic

Drip marketing

Partner marketing

Content management

Workflow management

Generation of new leads With Website


Lifetime value management

Lead 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 Improve ROI and Improve digital and social presence

Verify if it works for you

IT and Other Capabilities
for Total Expert

  • Low
  • Medium
  • High


Data Import

Data Export


Email Support

24/7 Support

Chat Support

Phone Support


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Custom Reports

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for Total Expert

First 5 Reports are Free

Vendor Profile Details

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