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Total Expert

Read 36 Total Expert reviews and testimonials from customers, explore 12 case studies and customer success stories, and watch 18 customer videos to see why companies chose Total Expert as their Customer Engagement 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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  • 36 Testimonials View
  • 12 Case Studies View
  • 18 Customer Videos View
Customer Rating Review Score based on 2236 reference ratings
4.8/5.0 (2236)

36Testimonials

  • “Understanding the needs of our customers and serving them in a personal, timely manner is our number one priority, The Total Expert platform will give our team access to valuable …

    Fred C. Schwertfeger SVP, Chief Strategy Officer

  • “Total Expert is a powerful tool to help support my marketing efforts and make me more productive. I hate spending my time on marketing administrative activities, but know I need …

    Wes Wolfe Motor Licensing Officer

  • “Customers will receive materials that feel like we know them so that we can connect with them – and then they feel connected with us.”

    Dawn Bradshaw Chief Marketing Officer
35 more testimonials currently locked

12 Case Studies

  • Alerus Financial attributes more than 1 in 5 closed loans to Total …

    Mark Taylor Loan Officer

  • FirstBank boosts productivity by 20% with Total Expert

    Laura Byrum Vice President of Mortgage Marketing

  • Intercoastal Mortgage empowers 58 loan officers with Total Expert

    Jelaire Grillo Marketing Manager
11 more case studies currently locked

18 Customer Videos

  • USA Mortgage - Customer Success Story(Chelsea Vonder Haar - Marketing & Public Relations Manager)
    Play Video
    Chelsea Vonder Haar Marketing & Public Relations Manager
  • Prosperity Home Mortgage - Customer Success Story(Jelaire Grillo - Customer Relationship Manager)
    Play Video
    Jelaire Grillo Customer Relationship 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 36 real Total Expert customers.

Browse Total Expert Case Studies, Customer Success Stories, & Customer References from 12 businesses that use Total Expert.

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

FeaturedCustomers has 2,132,021+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.