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.

Total Expert
is used by peers for


engagement management, engaging and following up, social media management


website, website, social media


24/7 Support, Custom Reports, Email Support


Scale best practices, Improve digital and social presence, Improve ROI


Financial Services, Real Estate, Banking

Popular Business Setting
for Total Expert

Top Industries

  • Financial Services
  • Real Estate
  • Banking

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Peer Recommendations on business needs
for Total Expert


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


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


Total Expert does well for a wide range of processes. Peers recommend engagement management, engaging and following up, social media management, as the business processes that they have been most satisfied while using Total Expert.

Read Reviews of Business Process for Total Expert

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

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Failure Risk Guidance Security Report ?

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Overall Risk Meter

Low Medium High

Top Failure Risks for Total Expert

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First 5 Reports are Free

IT and Other Capabilities
for Total Expert

  • Low
  • Medium
  • High

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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