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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 2050 reference ratings
4.8/5.0 (2050)

34Testimonials

  • “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

  • “I love that our entire content library can live in the Total Expert MOS. In other systems I’ve worked with, there was always a separate link or place we sent …

    Kim LeVrier Director of Marketing Support

  • “Total Expert has made my life easier and given me the opportunity to deliver a better customer experience, It’s made me more productive and allowed me to focus on engaging …

    Mark Taylor Loan Officer
33 more testimonials currently locked

9 Case Studies

  • American Pacific Mortgage Powers Retention Strategy with Total Expert

    Tara Hansen Director of Program Management

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

    Marc Sottile Vice President

  • Purpose-Built Platform Drives Customer Loyalty for Alerus Financial

    Mark Taylor Loan Officer
8 more case studies currently locked

18 Customer Videos

  • Skyline Home Loans Launches Revolutionary Experience Platform, Total Expert
    Play Video
    Bill Dallas Chief Executive Officer
  • American Pacific Mortgage - Customer Success Story(Tara Hansen - Director of Program Management)
    Play Video
    Tara Hansen Director of Program Management
  • Wintrust - Customer Success Story(Dawn Bradshaw - Chief Marketing Officer)
    Play Video
    Dawn Bradshaw Chief Marketing Officer
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 1,911,101+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.