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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 2078 reference ratings
4.8/5.0 (2078)

34Testimonials

  • “We were looking for a platform that could support where we are today while growing with us, For us, it’s important to build a brand that our customers connect with. …

    James Cahoon Director of Marketing and Business Development

  • “Within 60 days of launching Total Expert for Wholesale, we saw about a 200% increase in executed marketing while the time and resources to deploy decreased significantly.”

    Krish Dhokia VP of Marketing–Wholesale Lending

  • “We are excited to work with Total Expert as we go through the implementation phase, The system will be a great asset to help our staff to have a 360-degree …

    Nathan Quinnell President
33 more testimonials currently locked

9 Case Studies

  • FirstBank Leverages Total Expert to Transform Customer Engagement

    Laura Byrum Vice President of Mortgage Marketing

  • How Cardinal Financial Helps People Achieve the American Dream with World-Class Technology …

    Marc Sottile Vice President

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

    Ann Dias CRM Administrator
8 more case studies currently locked

18 Customer Videos

  • Southern Trust Mortgage - Customer Success Story(Jarrett Stanley - Vice President of Marketing)
    Play Video
    Jarrett Stanley Vice President of Marketing
  • USA Mortgage - Customer Success Story(Chelsea Vonder Haar - Marketing & Public Relations Manager)
    Play Video
    Chelsea Vonder Haar Marketing & Public Relations Manager
  • 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 1,924,618+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.