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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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Customer Rating Review Scorebased on 1703 reference ratings
4.8/5.0 (1703)

34Testimonials

  • “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 to stay totally connected to our customers at all times and we’re excited to give this tool to our loan officers.”

    Bill DallasChief Executive Officer
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9 Case Studies

  • Purpose-Built Platform Drives Customer Loyalty for Alerus Financial

    Mark TaylorLoan Officer
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18 Customer Videos

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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 1,812,664+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.