Total Expert Overview

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.

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.

Other priorities:

  • Scale Best Practices
  • Acquire Customers
  • Improve Digital And Social Presence
  • Increase Sales & Revenue
  • Grow Market Share
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
  • Improve Stakeholder Relations
  • Launch New Products
  • Establish Thought Leadership
  • Build Brand Awareness
  • Manage Risk
See all business priorities See less business priorities

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

Read Reviews (123)

"...Connect, engage and learn with leading financial brands at Total Expert s second annual road show, Accelerate 2020...." Oct. 22: Controller job; appraisal, broker, construction products; vendor news
engaging and following up

4.88/5

Read Reviews (87)

"...Leading independent mortgage bank in the wholesale, retail and strategic alliance sectors, Stearns Lending, LLC, has selected the Total Expert Marketing Operating System (MOS) to deploy humanized messaging and engagement throughout the customer journey, boost LO productivity and propel business growth...."
Social Media Management with Social Media, Video, E-Mail and Website

4.94/5

Read Reviews (29)

"...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

Read Reviews (12)

"...Total Expert and Blend have partnered to increase pull-through rates with faster, more responsive engagements...."
scheduling post to social media

4.80/5

Read Reviews (12)

"...However, independent mortgage lenders and financial institutions have to be careful when it comes to posting on social media platforms...."
social media analytics

4.16/5

Read Reviews (2)

"...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...."
Communication Management with E-Mail, Website, Video and Social Media

4.62/5

Read Reviews (21)

"...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...."
sending & publishing communications

4.61/5

Read Reviews (19)

"...I also really like the open rate for emails, this way I don't send constant emails that won't be open...."
PEER EXPERIENCES
Engagement Management

4.89/5

Read Reviews (123)

"...Connect, engage and learn with leading financial brands at Total Expert s second annual road show, Accelerate 2020...." Oct. 22: Controller job; appraisal, broker, construction products; vendor news
engaging and following up

4.89/5

Read Reviews (87)

Social Media Management with Social Media, Video, E-Mail and Website

4.94/5

Read Reviews (29)

"...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

Read Reviews (12)

scheduling post to social media

4.94/5

Read Reviews (12)

social media analytics

4.94/5

Read Reviews (2)

Communication Management with E-Mail, Website, Video and Social Media

4.62/5

Read Reviews (21)

"...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, Director of Integration and Branch Technology, American Pacific Mortgage
sending & publishing communications

4.62/5

Read Reviews (19)

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

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

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

Laura Martell

Vice President

Mountain West Financial, Inc.

That's one of our initiatives on our executive game plan for this year is to focus on the client experience and the client engagement. Total Expert is a huge piece of that. Testimonial By Laura Martell
CUSTOMERS TESTIMONIALS

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

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

Laura Martell

Vice President

Mountain West Financial, Inc.

That's one of our initiatives on our executive game plan for this year is to focus on the client experience and the client engagement. Total Expert is a huge piece of that. Testimonial By Laura Martell

Case Studies

COMPANY CASE STUDIES
Case Study Movement Mortgage

Movement Mortgage Amplifies Brand with the Total Experience Platform

Read More
Case Study USA Mortgage

Total Expert Streamlines Efficiencies for USA Mortgage

Read More
Case Study TowneBank

TowneBank Exceeds Customer Expectations with the Total Experience Platform

Read More

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.

What is Total Expert used for?

Total Expert is a Marketing Automation Software mainly used by its customers to Enhance Customer Relationships and Improve ROI by Engagement Management, Social Media Management and Communication Management .

What are the top features of Total Expert?

Personalization, Landing page and Templates are some of the top features of Total Expert.

Who uses Total Expert?

Total Expert is used by Financial Services, Banking and Real Estate among other industries.

What are Total Expert alternatives?

Broadridge Distributed Marketing Solution, AiTrillion, Alyce and Plumb5 are popular alternatives for Total Expert.

Where is Total Expert located?

Total Expert is headquartered at 1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US.

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

Peer and Expert Opinion on Features

for Total Expert

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.35/5

Read Reviews (54)
Landing page

4.92/5

Read Reviews (30)
Templates

4.47/5

Read Reviews (6)
Recording

4.02/5

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Personalization

4.35/5

Read Reviews (54)
Landing page

4.92/5

Read Reviews (30)
Templates

4.47/5

Read Reviews (6)
Recording

4.02/5

Read Reviews (5)

IT and Other Capabilities

for Total Expert

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.13/5

Read Reviews (41)
Data Export

2.80/5

Read Reviews (20)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.13/5

Read Reviews (41)
Data Export

2.80/5

Read Reviews (20)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.43/5

Read Reviews (106)
Chat Support

3.57/5

Read Reviews (9)
Email Support

3.56/5

Read Reviews (7)
Phone Support

3.16/5

Read Reviews (8)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.43/5

Read Reviews (106)
Chat Support

3.57/5

Read Reviews (9)
Email Support

3.56/5

Read Reviews (7)
Phone Support

3.16/5

Read Reviews (8)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.70/5

Read Reviews (11)
Analytics

4.65/5

Read Reviews (51)
Custom Reports

4.55/5

Read Reviews (109)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.70/5

Read Reviews (11)
Analytics

4.65/5

Read Reviews (51)
Custom Reports

4.55/5

Read Reviews (109)

Software Failure Risk Guidance

?

for Total Expert

Overall Risk Meter

Low Medium High

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