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.
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 ★ |
"...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 ★ |
"...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...." Nov. 5: Recruiting, training, marketing products; primer on employment & labor participation |
| Social Media Management with Social Media, Video, E-Mail and Website |
4.94/5 ★ |
"...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 ★ |
"...Total Expert and Blend have partnered to increase pull-through rates with faster, more responsive engagements...." Controller and LO Jobs; Recruiting, Training Products; VA, FHA Industry Shifts |
| scheduling post to social media |
4.80/5 ★ |
"...However, independent mortgage lenders and financial institutions have to be careful when it comes to posting on social media platforms...." Aug. 27: Subservicer survey, social media, DPA, multicultural products; wallowing in training, webinars, & events |
| social media analytics |
4.16/5 ★ |
"...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 |
| Communication Management with E-Mail, Website, Video and Social Media |
4.62/5 ★ |
"...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 |
4.61/5 ★ |
"...I also really like the open rate for emails, this way I don't send constant emails that won't be open...." Peer review by User |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.89/5 ★ |
"...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 ★ |
| Social Media Management with Social Media, Video, E-Mail and Website |
4.94/5 ★ |
"...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 ★ |
| scheduling post to social media |
4.94/5 ★ |
| social media analytics |
4.94/5 ★ |
| Communication Management with E-Mail, Website, Video and Social Media |
4.62/5 ★ |
"...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 ★ |
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 |
|---|---|
|
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 |
|
|
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 |
|
|
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 MortgageRead More |
|
|
Case Study USA MortgageRead More |
|
Case Study TowneBankRead More |
Frequently Asked Questions(FAQ)
for Total Expert
What is Total Expert?
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?
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
Total Expert Alternatives
Peer and Expert Opinion on Features
for Total Expert
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (54) |
| Landing page | Read Reviews (30) |
| Templates | Read Reviews (6) |
| Recording | Read Reviews (5) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (54) |
| Landing page | Read Reviews (30) |
| Templates | Read Reviews (6) |
| Recording | Read Reviews (5) |
IT and Other Capabilities
for Total Expert
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (41) |
| Data Export | Read Reviews (20) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (41) |
| Data Export | Read Reviews (20) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (106) |
| Chat Support | Read Reviews (9) |
| Email Support | Read Reviews (7) |
| Phone Support | Read Reviews (8) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (106) |
| Chat Support | Read Reviews (9) |
| Email Support | Read Reviews (7) |
| Phone Support | Read Reviews (8) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (11) |
| Analytics | Read Reviews (51) |
| Custom Reports | Read Reviews (109) |
| CAPABILITIES (OTHER) | 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
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
Get a personalised risk report for Total Expert
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Total Expert may get in touch with you regarding your request.
Request Custom Quote
Total Expert will get in touch with you regarding your request.