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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
Customers
Trusted by Industry Leaders
Total Expert powers marketing and customer engagement for the nation’s top financial brands.
Who It’s For
Built Specifically for the Financial Services Industry
customer success
“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.”
Dan Catinella
Chief Digital Officer, Finance of America
customer success
“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
Chief Marketing Officer, Wintrust
customer success
“The one question continued to come up from our loan officers, ‘Do you have Total Expert?’”
Michael Kuentz
Chief Operating Officer, Trinity Oaks Mortgage
customer success
“That’s one of our initiatives on our executive game plan for this year is to focus on the client experience and the client engagement. Total Expert is a huge piece of that.”
Laura Martell
Vice President, Mountain West Financial, Inc.
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Get ahead of rising consumer expectations with personalized customer journeys that scale