Total Expert Overview

Total Expert elevates customer engagement for financial institutions by crafting personalized journeys that foster growth and loyalty. This platform is tailored specifically for banks and lenders, supporting over 200 financial entities. It enables these organizations to connect more deeply with their customers, enhancing retention and satisfaction. Total Expert's impact is evident in its adoption by modern financial brands seeking proven results in customer relations. This platform transforms how these institutions interact with their customers, ensuring each engagement is meaningful and sustainable.

Use Cases

Customers recommend Engagement Management, Social Media Management, Communication Management, as the business use cases that they have been most satisfied with while using Total Expert.

Other use cases:

  • Relationship Management
  • Onboarding
  • Campaign Management
  • Generation Of New Leads
  • Workflow Management
  • Capturing Leads
  • Lead Qualification: Technographic
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Business Priorities

Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Total Expert.

Other priorities:

  • Scale Best Practices
  • Acquire Customers
  • Improve Digital And Social Presence
  • Increase Sales & Revenue
  • Grow Market Share
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
  • Improve Stakeholder Relations
  • Launch New Products
  • Establish Thought Leadership
  • Build Brand Awareness
  • Manage Risk
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Total Expert Use-Cases and Business Priorities: Customer Satisfaction Data

Total Expert works with different mediums / channels such as Social Media. Video. E-Mail etc.

Total Expert's features include Personalization, Landing Page, Templates, etc. and Total Expert support capabilities include AI Powered, 24/7 Support, Chat Support, etc. also Total Expert analytics capabilities include Analytics, and Custom Reports.

Reviews

"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

Total Expert, PushEngage, ExpertSender, Experiture Marketing Platform, Lead Liaison, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Total Expert is a customer engagement platform designed for financial institutions. Sustainable growth and increased loyalty are achieved through its purpose-built features.

Popular Business Setting

for Total Expert

Top Industries

  • Financial Services
  • Banking
  • Real Estate

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Total Expert is popular in Financial Services, Banking, and Real Estate and is widely used by Enterprise, Mid Market, and Large Enterprise.

Comprehensive Insights on Total Expert Use Cases

What solutions does Total Expert provide for Engagement Management?

What benefits does Total Expert offer for Social Media Management?

How can Total Expert optimize your Communication Management Workflow?

How does Total Expert facilitate Relationship Management?

What Are the key features of Total Expert for Onboarding?

37+ more Business Use Cases

31 buyers and buying teams have used Cuspera to assess how well Total Expert solved their Marketing Automation needs. Cuspera uses 1037 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Total Expert testimonial

Dawn Bradshaw

Chief Marketing Officer

Wintrust
Customers will receive materials that feel like we know them so that we can connect with them and then they feel connected with us. Testimonial By Dawn Bradshaw
Total Expert testimonial

Trey Rigdon AVP

Director of Digital Experience

Movement Mortgage
Total Expert epitomizes the term partner. They are the partner that we want to challenge our other vendors to be like. Testimonial By Trey Rigdon AVP
Total Expert testimonial

Chelsea Vonder Haar

Marketing and Public Relations Manager

DAS Acquisition
We are able to save a ton of time. We're able to do more. We're able to function better. Testimonial By Chelsea Vonder Haar
CUSTOMERS TESTIMONIALS
Total Expert testimonial

Dawn Bradshaw

Chief Marketing Officer

Wintrust
Customers will receive materials that feel like we know them so that we can connect with them and then they feel connected with us. Testimonial By Dawn Bradshaw
Total Expert testimonial

Trey Rigdon AVP

Director of Digital Experience

Movement Mortgage
Total Expert epitomizes the term partner. They are the partner that we want to challenge our other vendors to be like. Testimonial By Trey Rigdon AVP
Total Expert testimonial

Chelsea Vonder Haar

Marketing and Public Relations Manager

DAS Acquisition
We are able to save a ton of time. We're able to do more. We're able to function better. Testimonial By Chelsea Vonder Haar

Case Studies

Banking

CASE STUDY Catherine Moore, Vice President, Marketing Manager

Total Expert helps banks use intelligent automation for cross-sell initiatives. The platform lets teams change customer journeys based on small details. This helps track ROI and show the value of Tot...al Expert. Banks can see how the mortgage company generates business beyond just mortgages. Catherine Moore, vice president and marketing manager, shares this experience.

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CASE STUDY NFM Lending

Total Expert helped NFM Lending improve customer engagement. NFM Lending had problems with their old CRM and disconnected systems. They could not manage leads well or support their sales team. Total ...Expert gave them one platform for sales, marketing, and leadership. This made workflows easier and cut technology costs. NFM Lending now has better customer engagement and more efficient operations.

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Banking

CASE STUDY A top 10 lender

Total Expert’s Journeys helped a top 10 lender support borrowers denied loans due to credit issues. The lender used a Credit Improvement Journey to guide and educate these clients on improving their ...credit scores. This approach allowed the lender to nurture and re-engage about 2,000 consumers who might have been lost. The lender became the first choice for these borrowers once their credit improved.

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Banking

CASE STUDY Lake Michigan Credit Union (LMCU)

Total Expert helps Lake Michigan Credit Union keep in touch with past mortgage clients. Steve Kik uses Customer Intelligence and marketing automation to send timely, personal messages. The system ale...rts him when clients show signs of needing a new mortgage. Automated journeys send emails so he never misses a chance to reconnect. This keeps Steve top of mind as a trusted advisor for years after the first loan.

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Financial Services

CASE STUDY Mutual of Omaha Mortgage

Total Expert’s Integrated Design Studio helped Mutual of Omaha Mortgage solve marketing challenges. Loan officers needed to create personalized materials fast while staying compliant. Before, making ...a flyer or postcard took 2-3 days and partner collateral took even longer. With Total Expert, they streamlined content creation. Now, loan officers can make their own marketing materials quickly and easily.

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Banking

CASE STUDY Wintrust Mortgage

Total Expert helped Wintrust Mortgage modernize its marketing and support loan originators nationwide. Wintrust Mortgage struggled with fragmented CRM and marketing tools, making data hard to manage ...and customer outreach inefficient. Total Expert provided a unified platform for customer data and marketing automation. This allowed Wintrust Mortgage to engage customers better and streamline operations. The solution enabled compliant, automated, and personalized communications. Wintrust Mortgage improved lead nurturing and built stronger client relationships.

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Video

Total Expert Welcome & Overview

Video Thumbnail

Frequently Asked Questions(FAQ)

for Total Expert

What is Total Expert?

Total Expert is an enterprise marketing and customer engagement platform built for financial services to drive growth and create customers for life with a marketing operating system. It helps to scale best practices and improve digital and social presence.

Total Expert helps to combine marketing and CRM functionality with the proprietary intelligent automation engine, empowering to manage the customer journey across the entire lifecycle.

Total Expert features include nurturing relationships and reach consumers with the right message at the right time on the right channel, deliver a superior experience with automated and personalized email engagement across the customer journey, engage consumers with an integrated SMS marketing strategy that supports customers across the entire journey, develop strategic co-marketing partnerships or unlock cross-sell opportunities across lines of business and many more.

What is Total Expert used for?

Total Expert is a Marketing Automation Software mainly used by its customers to Enhance Customer Relationships and Improve ROI by Engagement Management, Social Media Management and Communication Management .

What are the top features of Total Expert?

Personalization, Landing page and Templates are some of the top features of Total Expert.

Who uses Total Expert?

Total Expert is used by Financial Services, Banking and Real Estate among other industries.

What are Total Expert alternatives?

PushEngage, ExpertSender, Experiture Marketing Platform and Lead Liaison are popular alternatives for Total Expert.

Where is Total Expert located?

Total Expert is headquartered at 1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US.
lightning

Peers used Total Expert for engagement management and social media management

Total Expert Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.70/5 ★

Read Reviews (11)
Analytics

4.65/5 ★

Read Reviews (51)
Custom Reports

4.55/5 ★

Read Reviews (109)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.70/5 ★

Read Reviews (11)
Analytics

4.65/5 ★

Read Reviews (51)
Custom Reports

4.55/5 ★

Read Reviews (109)

Software Failure Risk Guidance

?

for Total Expert

Overall Risk Meter

Low Medium High

Top Failure Risks for Total Expert

Total Expert Inc News

Awards

Total Expert Wins a Pair of Awards at North American FinTech Marketing Awards 2025

Total Expert received two awards at the 2025 North American FinTech Marketing Awards, recognizing its achievements in fintech marketing innovation and customer engagement technology.

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Customer

FirstBank Leverages Total Expert to Transform Customer Engagement

FirstBank enhances customer engagement using Total Expert's platform, which offers solutions for mortgage lending, banking, credit unions, and insurance. The platform includes features like lead generation, conversion, onboarding, and retention to improve customer interactions.

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Product

Total Expert Launches Empower LOS Integration

Total Expert has launched an integration with Empower Loan Origination System (LOS), enhancing its product offerings for mortgage lending solutions.

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customer

Optimizing Customer Satisfaction: Rates Path to a 4.9-Star Experience with Birdeye & Total Expert

Optimizing Customer Satisfaction: Rates Path to a 4.9-Star Experience with Birdeye & Total Expert

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Total Expert Inc Profile

Company Name

Total Expert Inc

Company Website

//totalexpert.com

HQ Location

1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US

Employees

101-250

Social

Facebook Linkedin Twitter

Financials

SERIES B