Total Expert 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.
Use Cases
Customers recommend Engagement Management, Social Media Management, Communication Management, as the business use cases that they have been most satisfied with while using Total Expert.
Business Priorities
Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Total Expert.
Total Expert Use-Cases and Business Priorities: Customer Satisfaction Data
Total Expert works with different mediums / channels such as Social Media. Video. E-Mail etc.
Total Expert's features include Personalization, Landing Page, Templates, etc. and Total Expert support capabilities include AI Powered, 24/7 Support, Chat Support, etc. also Total Expert analytics capabilities include Analytics, and Custom Reports.
Reviews
"We are able to save a ton of time. We're able to do more. We're able to function better." - Chelsea Vonder Haar
Total Expert, PushEngage, ExpertSender, Experiture Marketing Platform, Lead Liaison, 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.
Total Expert is a customer engagement platform designed for financial institutions. Sustainable growth and increased loyalty are achieved through its purpose-built features.
Popular Business Setting
for Total Expert
Top Industries
- Financial Services
- Banking
- Real Estate
Popular in
- Enterprise
- Mid Market
- Large Enterprise
Total Expert is popular in Financial Services, Banking, and Real Estate and is widely used by Enterprise, Mid Market, and Large Enterprise.
Total Expert Customer wins, Customer success stories, Case studies
How can Total Expert enhance your Engagement Management process?
Why is Total Expert the best choice for Communication Management?
What Are the key features of Total Expert for Relationship Management?
How does Total Expert facilitate Onboarding?
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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We are able to save a ton of time. We're able to do more. We're able to function better. Testimonial By Chelsea Vonder Haar |
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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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
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Chelsea Vonder Haar Marketing and Public Relations Manager DAS Acquisition |
We are able to save a ton of time. We're able to do more. We're able to function better. Testimonial By Chelsea Vonder Haar |
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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 |
Optimizing Customer Satisfaction: Rates Path to a 4.9-Star Experience with Birdeye & Total Expert
Read more →VanDyk Mortgage - Financial Services
Read more →Wintrust Mortgage - Banking
Read more →Mutual of Omaha Mortgage - Financial Services
Read more →Total Expert Welcome & Overview
Frequently Asked Questions(FAQ)
for Total Expert
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?
Peers used Total Expert for engagement management and social media management
Total Expert Competitors
Total Expert Features
- Low
- Medium
- High
| 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
?for Total Expert
Overall Risk Meter
Top Failure Risks for Total Expert
Total Expert Inc News
Total Expert Wins a Pair of Awards at North American FinTech Marketing Awards 2025
Total Expert received two awards at the 2025 North American FinTech Marketing Awards, recognizing its achievements in fintech marketing innovation and customer engagement technology.
Total Expert Launches Empower LOS Integration
Total Expert has launched an integration with Empower Loan Origination System (LOS), enhancing its product offerings for mortgage lending solutions.
Total Expert Recognized by MortgagePoint as 2025 Tech Excellence Award Recipient
Total Expert has been recognized by MortgagePoint as a recipient of the 2025 Tech Excellence Award.
Total Expert and The Baldwin Group Partner at the 2025 Medicarians Conference to Reimagine Medicare Marketing
Total Expert and The Baldwin Group are partnering at the Medicarians Conference.
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 solutions does Total Expert provide for Social Media Management?