Total Expert Overview
This is a summary of the comprehensive capabilities and benefits of Total Expert based on over 1037 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Total Expert, Broadridge Distributed Marketing Solution, AiTrillion, Alyce, Plumb5, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Total Expert is right for your needs? Our Cuspera AI engine can evaluate how Total Expert fits your specific business needs, industry, and context. Get your personalized assessment report today.
Total Expert supports business activities such as:
- Engagement Management
- Social Media Management
- Communication Management
- Relationship Management
- Training & Onboarding
Total Expert can help you with many business goals, such as Enhance Customer Relationships, Improve ROI, Scale Best Practices, Acquire Customers, Improve Digital And Social Presence, etc. It can help manage these activities if you use Social Media Video E-Mail etc. for these needs. As a solution, Total Expert's capabilities include Personalization, Landing Page, Templates, etc.
Total Expert Financial Services Vertical is its biggest customer base.
Reviews
"I think that the system makes loan originators more productive. They don't have to think about things they can, essentially, set it and forget it. " - Kelly Gill
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Improve ROI are the most popular business priorities peers achieved using Total Expert.
Use Cases
Peers recommend Engagement Management , Social Media Management , Communication Management , as the business use cases that they have been most satisfied while using Total Expert.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management |
4.89/5 ★ |
"...o one step further to understand contact satisfaction and gather feedback to improve omnichannel engagements longterm. Segment and Tailor Multichannel Communications...." 360-Degree View |
| engaging and following up |
4.88/5 ★ |
"...Product penetration metrics can help guide how your bank engages with customers in these periods...." 3 Strategies To Go from Onboarding to Foreverboarding Customers |
| Social Media Management with Social Media, Video, E-Mail and Website |
4.94/5 ★ |
"...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 Minnesota |
| engaging on social media |
4.82/5 ★ |
"...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 |
| scheduling post to social media |
4.80/5 ★ |
"...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 |
| social media analytics |
4.16/5 ★ |
"...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 |
| Communication Management with E-Mail, Website, Video and Social Media |
4.62/5 ★ |
"...I also really like the open rate for emails, this way I don't send constant emails that won't be open...." Peer review by User |
| sending & publishing communications |
4.61/5 ★ |
"...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 |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.89/5 ★ |
"...o one step further to understand contact satisfaction and gather feedback to improve omnichannel engagements longterm. Segment and Tailor Multichannel Communications...." 360-Degree View |
|
| engaging and following up |
4.89/5 ★ |
| Social Media Management with Social Media, Video, E-Mail and Website |
4.94/5 ★ |
"...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 Minnesota |
|
| engaging on social media |
4.94/5 ★ |
| scheduling post to social media |
4.94/5 ★ |
| social media analytics |
4.94/5 ★ |
| Communication Management with E-Mail, Website, Video and Social Media |
4.62/5 ★ |
"...I also really like the open rate for emails, this way I don't send constant emails that won't be open...." Peer review by User |
|
| sending & publishing communications |
4.62/5 ★ |
37+ more Business Use Cases
Our AI advisor, Wyz, harnessed 1037 insights from peers and experts to help you assess how these Total Expert use cases fit your Marketing Automation needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
I think that the system makes loan originators more productive. They don't have to think about things they can, essentially, set it and forget it. Testimonial By Kelly Gill |
|
|
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 |
|
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Kelly Gill Brand Director Motto Franchising, LLC |
I think that the system makes loan originators more productive. They don't have to think about things they can, essentially, set it and forget it. Testimonial By Kelly Gill |
|
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 |
|
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 |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study Cardinal FinancialRead More |
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Case Study WintrustRead More |
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Case Study Synergy One LendingRead More |
Frequently Asked Questions(FAQ)
for Total Expert
What is Total Expert?
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?
Popular Business Setting
for Total Expert
Top Industries
- Financial Services
- Banking
- Real Estate
Popular in
- Enterprise
- Mid Market
- Large Enterprise
Peers used Total Expert to Enhance customer relationships and Improve ROI
Total Expert Alternatives
Peer and Expert Opinion on Features
for Total Expert
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (54) |
| Landing page | Read Reviews (30) |
| Templates | Read Reviews (6) |
| Recording | Read Reviews (5) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (54) |
| Landing page | Read Reviews (30) |
| Templates | Read Reviews (6) |
| Recording | Read Reviews (5) |
IT and Other Capabilities
for Total Expert
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (41) |
| Data Export | Read Reviews (20) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (41) |
| Data Export | Read Reviews (20) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (106) |
| Chat Support | Read Reviews (9) |
| Email Support | Read Reviews (7) |
| Phone Support | Read Reviews (8) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (106) |
| Chat Support | Read Reviews (9) |
| Email Support | Read Reviews (7) |
| Phone Support | Read Reviews (8) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (11) |
| Analytics | Read Reviews (51) |
| Custom Reports | Read Reviews (109) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (11) |
| Analytics | Read Reviews (51) |
| Custom Reports | Read Reviews (109) |
Software Failure Risk Guidance
?for Total Expert
Overall Risk Meter
Top Failure Risks for Total Expert
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
Social
Financials
SERIES B
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