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
"Total Expert's open API and best-in-class integrations allowed us to maintain our current technology stack and empowered the flow of data so we can personalize our customer engagement and marketing efforts." - Jan Valencia
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.
Comprehensive Insights on Total Expert Use Cases
What solutions does Total Expert provide for Engagement Management?
What Are the key features of Total Expert for Communication Management?
What makes Total Expert ideal for Relationship Management?
How does Total Expert address your Onboarding Challenges?
37+ more Business Use Cases
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.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Total Expert's open API and best-in-class integrations allowed us to maintain our current technology stack and empowered the flow of data so we can personalize our customer engagement and marketing efforts. Testimonial By Jan Valencia |
|
|
The one question continued to come up from our loan officers, Do you have Total Expert? Testimonial By Michael Kuentz |
|
|
Customers will receive materials that feel like we know them so that we can connect with them and then they feel connected with us. Testimonial By Dawn Bradshaw |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Jan Valencia Project Manager KS StateBank |
Total Expert's open API and best-in-class integrations allowed us to maintain our current technology stack and empowered the flow of data so we can personalize our customer engagement and marketing efforts. Testimonial By Jan Valencia |
|
Michael Kuentz Chief Operating Officer Trinity Oaks Mortgage |
The one question continued to come up from our loan officers, Do you have Total Expert? Testimonial By Michael Kuentz |
|
Dawn Bradshaw Chief Marketing Officer Wintrust |
Customers will receive materials that feel like we know them so that we can connect with them and then they feel connected with us. Testimonial By Dawn Bradshaw |
Case Studies
Case Study Mountain West Financial
Case Study Finance of America
CASE STUDY VanDyk Mortgage
Case Study TowneBank
CASE STUDY Mutual of Omaha Mortgage
CASE STUDY Wintrust Mortgage
Video
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
FirstBank Leverages Total Expert to Transform Customer Engagement
FirstBank enhances customer engagement using Total Expert's platform, which offers solutions for mortgage lending, banking, credit unions, and insurance. The platform includes features like lead generation, conversion, onboarding, and retention to improve customer interactions.
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.
Optimizing Customer Satisfaction: Rates Path to a 4.9-Star Experience with Birdeye & Total Expert
Optimizing Customer Satisfaction: Rates Path to a 4.9-Star Experience with Birdeye & Total Expert
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 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 makes Total Expert ideal for Social Media Management?