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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 1968 reference ratings
4.8/5.0 (1968)

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

  • “Total Expert is one of the best technology partners we work with. They are constantly seeking constructive feedback, so they can build the right solution for our needs.”

    Tara Hansen Director of Program Management

  • “Every time I get off a call with Allison, our Total Expert Customer Success Manager, I love the platform more and more, which makes me want to talk to her …

    Jelaire Grillo Marketing Manager
33 more testimonials currently locked

9 Case Studies

  • Intercoastal Mortgage - Customer Case Study

    Jelaire Grillo Marketing Manager

  • Civic Financial Services Simplifies Engagement and Empowers Sales

    Carolyn Pham Marketing Program Manager

  • FirstBank Leverages Total Expert to Transform Customer Engagement

    Laura Byrum Vice President of Mortgage Marketing
8 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
  • Wintrust - Customer Success Story(Dawn Bradshaw - Chief Marketing Officer)
    Play Video
    Dawn Bradshaw Chief Marketing Officer
  • TowneBank Exceeds Customer Expectations with Total Expert
    Play Video
    Julie Bridges AVP Marketing Communication & Training Manager
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 1,900,498+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.