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Total Expert

Read 34 Total Expert reviews and testimonials from customers, explore 9 case studies and customer success stories, and watch 18 customer videos to see why companies chose Total Expert as their Marketing Automation Software

Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.

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  • 34 Testimonials View
  • 9 Case Studies View
  • 18 Customer Videos View
Customer Rating Review Score based on 2023 reference ratings
4.8/5.0 (2023)

34Testimonials

  • “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 …

    Laura Martell Vice President

  • “In the mortgage industry, we call it a closing, but it’s really an opening. The Total Expert platform and the integrations it provides, is our opening. This is our way …

    Bill Dallas Chief Executive Officer

  • “Our improvement with quality, on-time marketing deployments have increased retention during this major upswing in volume and continually permitted touch points through automation that never would have been possible before.”

    Darin Scheidly Training and Development/Origination Support Manager
33 more testimonials currently locked

9 Case Studies

  • Purpose-Built Platform Drives Customer Loyalty for Alerus Financial

    Mark Taylor Loan Officer

  • Civic Financial Services Simplifies Engagement and Empowers Sales

    Carolyn Pham Marketing Program Manager

  • Inland Home Mortgage Leverages Total Expert as Single Source of Truth

    Ann Dias CRM Administrator
8 more case studies currently locked

18 Customer Videos

  • TowneBank Exceeds Customer Expectations with Total Expert
    Play Video
    Julie Bridges AVP Marketing Communication & Training Manager
  • Skyline Home Loans Launches Revolutionary Experience Platform, Total Expert
    Play Video
    Bill Dallas Chief Executive Officer
  • Mountain West Financial Combines Technology with Human Connection to Create Customers for Life
    Play Video
    Laura Martell Vice President
17 more videos currently locked

Additional Total Expert Information & Resources

Read Total Expert Reviews, Testimonials & Customer References from 34 real Total Expert customers.

Browse Total Expert Case Studies, Customer Success Stories, & Customer References from 9 businesses that use Total Expert.

Watch Total Expert Customer Videos to learn why 18 businesses chose Total Expert.

FeaturedCustomers has 1,910,782+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.