Total Expert Overview
Total Expert is a customer engagement platform designed for financial institutions. Sustainable growth and increased loyalty are achieved through its purpose-built features.
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.
Business Priorities
Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Total Expert.
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
"Total Expert's open API and best-in-class integrations allowed us to maintain our current technology stack and empowered the flow of data so we can personalize our customer engagement and marketing efforts." - Jan Valencia
Total Expert, Broadridge Distributed Marketing Solution, AiTrillion, Alyce, Plumb5, 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.
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
How does Total Expert facilitate Engagement Management?
How can Total Expert optimize your Communication Management Workflow?
How does Total Expert address your Relationship Management Challenges?
How efficiently Does Total Expert manage your 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 |
|---|---|
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Total Expert's open API and best-in-class integrations allowed us to maintain our current technology stack and empowered the flow of data so we can personalize our customer engagement and marketing efforts. Testimonial By Jan Valencia |
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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 |
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We've been able to cultivate prospects stay in front of them through a series of automations and drips throughout the process as soon as they make first contact with us. Testimonial By Dan Catinella |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Jan Valencia Project Manager KS StateBank |
Total Expert's open API and best-in-class integrations allowed us to maintain our current technology stack and empowered the flow of data so we can personalize our customer engagement and marketing efforts. Testimonial By Jan Valencia |
|
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 |
|
Dan Catinella Chief Digital Officer Finance of America |
We've been able to cultivate prospects stay in front of them through a series of automations and drips throughout the process as soon as they make first contact with us. Testimonial By Dan Catinella |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
Financial Services
|
Financial Services |
Case Study Southern Trust MortgageRead More |
|
Financial Services
|
Financial Services |
Case Study Intercoastal MortgageRead More |
|
Financial Services
|
Financial Services |
Case Study Prosperity Home MortgageRead More |
Video
Total Expert Welcome & Overview
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?
What are the top features of Total Expert?
Who uses Total Expert?
What are Total Expert alternatives?
Where is Total Expert located?
Peers used Total Expert for engagement management and social media management
Total Expert Competitors
Total Expert Features
- Low
- Medium
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (11) |
| Analytics | Read Reviews (51) |
| Custom Reports | Read Reviews (109) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (11) |
| Analytics | Read Reviews (51) |
| Custom Reports | Read Reviews (109) |
Total Expert Integrations
Total Expert integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Total Expert
Overall Risk Meter
Top Failure Risks for Total Expert
Total Expert Inc News
Total Expert Wins HousingWire 2025 Tech100 Award
Total Expert has won the HousingWire 2025 Tech100 Award, recognizing its achievements in technology within the housing industry.
Total Expert Wins Extensive Mortgage Industry RFP
Total Expert has won a significant RFP in the mortgage industry, highlighting their solutions in sales productivity, marketing automation, and customer intelligence for mortgage lending, banking, credit unions, and insurance sectors.
Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing - Yahoo Finance
Total Expert and Polly have partnered to offer unique automated customer journeys and personalized, real-time loan pricing.
Total Expert Inc Feeds
Cogneesol Simplifies Back-End System Integrations with the Total Expert Platform
Learn how our partnership with Cogneesol is helping insurance agencies and brokers modernize their technology and streamline their operations.
The post Cogneesol Simplifies Back-End System Integrations with the Total Expert Platform appeared first on Total Expert.
Total Expert Launches Partner Marketplace Enabling Financial Services Customers to Implement a Custom MarTech Stack with Best-in-Class Providers
The Partner Marketplace enables financial services marketers to implement a custom MarTech stack with best-in-class providers.
The post Total Expert Launches Partner Marketplace Enabling Financial Services Customers to Implement a Custom MarTech Stack with Best-in-Class Providers appeared first on Total Expert.
Crawl to Run: Navigating a Digital Transformation at Horicon Bank
We are just getting started on our Total Expert journey. Knowing what lies ahead and the untapped potential is exhilarating.
The post Crawl to Run: Navigating a Digital Transformation at Horicon Bank appeared first on Total Expert.
Total Expert Inc Profile
Company Name
Total Expert Inc
Company Website
//totalexpert.comHQ Location
1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US
Employees
101-250
Social
Financials
SERIES B
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What Are the key features of Total Expert for Social Media Management?