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About Total Expert

Total Expert is a customer engagement platform from Total Expert designed for financial institutions. It combines data management, marketing automation, and customer relationship tools so financial organizations can create sustainable growth and increase loyalty. The platform is purpose-built to deliver a comprehensive customer journey, allowing banks and lenders to turn data into deeper customer relationships. Total Expert provides proven results for financial institutions, helping them engage effectively with their clients. Key capabilities: data management marketing automation customer relationship management reporting and analytics compliance support Best for: financial institutions that need a reliable solution to improve customer engagement and loyalty.

Total Expert Details

Vendor
Total Expert.
Year Launched
2012
Location
1600 Utica Ave S, Suite 800, St. Louis Park, Minnesota 55416, US
Deployment
Training Options
documentation, videos, live online, in person
Countries Served
All Countries.
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese, Chinese, Japanese, Korean, Russian
Users
1. Financial institutions, 2. Banks, 3. Credit unions, 4. Lenders, 5. Mortgage companies, 6. Insurance companies, 7. Sales teams, 8. Marketing teams, 9. Compliance teams
Industries Served
1. Financial services, 2. Banking, 3. Mortgage lending, 4. Credit unions, 5. Insurance, 6. Lending
Tags
All-in-One Marketing Platform, Financial CRM, Marketing Automation, Mortgage, Real Estate Agency

Total Expert's In-App Market Place

Does Total Expert have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), EUR (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Fr.), Cny (¥), Rub (₽), Try (₺), Sek (kr), Nok (kr), Dkk (kr), Inr (₹), Sgd (S$), Hkd (Hk$)

Pros & Cons

  • Comprehensive customer engagement platform with robust features
  • User-friendly and intuitive interface
  • Excellent performance and reliability
  • Seamless integration with various tools and systems
  • Competitive pricing
  • Limited customization options for certain features
  • Dependence on internet connectivity for cloud-based deployment

Total Expert's Support Options

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