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'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." - Dan Catinella
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?
How does Total Expert address your Communication Management Challenges?
How does Total Expert address your Relationship Management Challenges?
What benefits does Total Expert offer for 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.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
|
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 |
|
|
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 |
|---|---|
|
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 |
|
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 |
|
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
CASE STUDY Evolve Bank and Trust
CASE STUDY PRMG
CASE STUDY FirstBank
CASE STUDY First Heritage Mortgage
CASE STUDY Luminate
CASE STUDY Rate
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
First Heritage Mortgage Reignites Growth
First Heritage Mortgage (FHM) has re-adopted Total Expert's platform to streamline its marketing operations. The renewed partnership focuses on a centralized marketing hub, customized customer journeys, and tech stack integration with tools like Mortgage Coach and Encompass. This strategic move has resulted in higher platform adoption, improved engagement, and operational efficiencies, positioning Total Expert as a key partner in FHM's growth strategy.
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.
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.
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
How does Total Expert facilitate Social Media Management?