Homepage
Drive Growth and Create Customers for Life
The first enterprise-grade marketing and customer engagement platform purpose-built for financial services
Total Expert Events, News and More
Finance & Commerce: Fintech Humanizes Customer Relationships

In a recent interview, our Founder & CEO Joe Welu highlights the importance of financial brands leveraging technology to humanize the customer experience, build trust, and create lifetime relationships.
New Sales Enablement Feature!
Focused View

No more lost sales opportunities: Focused View puts your hottest leads front and center so you can reach out at the right time.
Total Expert Raises $52 Million in Series C Funding

New capital will fuel expansion of data scientists, designers and industry experts while accelerating the development of APIs, machine learning and AI capabilities.
NEW! Total Economic Impact™ of the Total Expert Marketing Operating System® (MOS)

5.9 new loans per loan officer per year? 321% ROI? Download the study to evaluate the full financial impact of switching to the Total Expert MOS.
Fill the Gaps in Your Customer Journey
Attracting and delighting customers is a vital part of the growth engine for financial services organizations. Yet the complexity of today’s marketing environment is as complex as the regulatory environment in which financial brands operate. Effective, modern marketing strategy requires modern, nimble technology designed to navigate across lines of business or with co-marketing partners.
The Total Expert Marketing Operating System gives your organization a centralized platform to manage your brand at an enterprise level. You gain greater oversight and audit-ready compliance, fueling fast, confident decisions.

Features
Your Foundation for
Modern Marketing & Sales
Break down data silos to offer a clear view of your customers so you can put them at the center of everything you do
Move Fast Innovate
Get ahead of rising consumer expectations with personalized customer journeys that scale