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The first enterprise-grade marketing and customer engagement platform purpose-built for financial services
Total Expert Events, News, and More
Total Expert Ranked No. 1 in the Industry by STRATMOR Group

In STRATMOR Group’s annual survey of mortgage industry CRM software, Total Expert ranked No. 1 in both overall satisfaction and lender loyalty.
Total Expert Named to HousingWire’s 2021 Tech100 List

For the fourth consecutive year, Total Expert is recognized for helping customers optimize the digital mortgage experience.
Lessons from the Long Road to Personalization in Banking

Investors Community Bank Senior Vice President of Marketing Laura Wiegert was featured in The Financial Brand to discuss how financial institutions can enlist personalization strategies to enhance the customer experience.
Fresh Takes by Total Expert

Tune in to the Fresh Takes podcast with our own Sue Woodard and financial services industry leaders. Hear how they’re driving change and creating success in their org and walk away with inspiration to fuel your own success.
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