Total Expert enables modern financial institutions to engage and guide consumers through complex financial decisions by providing purpose-built tools that fuse digital communications and human interactions.
Legacy CRM platforms are limited to static customer records that tell you nothing about the circumstances driving their financial decisions. Total Expert creates dynamic, actionable customer records by continuously aggregating relevant behavioral, demographic, and financial data. Now, you can deliver highly personalized content and product offers through automated journeys at precisely the right time. The result: more revenue, more wallet share, and more customers for life.
Reach loan retention rates of more than 60% (compared to the 18% industry average).
Personalized cross-sell campaigns help sell new products to existing customers within the first 6 months.
Get 100% more conversions and 20% more closed loans with Customer Intelligence + Journeys, compared to other alerts and campaigns.
Keep your teams in sync to boost productivity by 20% across sales, marketing, and compliance.
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Financial institutions have unique needs, goals, and challenges. Using a purpose-built platform means having access to the tools your organization needs to serve customers, drive growth, and stay competitive in an evolving industry—all from day one. No drawn-out implementations, no outrageous staffing or resource requirements. Total Expert is designed to help modern banks, credit unions, and lenders tackle today’s challenges and seize tomorrow’s opportunities.
We believe that empowering banks, credit unions, lenders, insurance agencies, and other financial services firms to create deeper, human-first connections with modern consumers will create a financially healthier world.
Our experts spent years studying banking and lending to create a platform based on real needs. The result? The most innovative, integrated technology in the industry—and the only one that puts customer experience first.
As Total Expert grows, we continue to seek out customer feedback so that we can act on it and provide the technology solutions they need to grow their businesses. That’s why we’re so proud to be recognized as an industry leader on G2, the most trusted independent user review site in the tech world!
Behind every decision made, our employees and our business are guided by six core values. We stand by these principles in every step we take toward reimagining financial relationships and promoting financial wellness for all.
We’re changing how financial institutions engage with consumers, starting with the people behind our platform. To do that, we need passionate people who want to grow with us as we continue to empower leading financial brands to form deeper customer relationships.
