Drive Growth & win Customers for life

Deliver the Perfect Customer Journey Across Every Financial Milestone

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.

Our products

CRM & Sales Productivity

Marketing Automation


Customer Intelligence

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Turn data into deeper customer relationships

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.

175+ Financial Institutions Powered By Total Expert

Create better outcomes

Proven results for banks and lenders


Retention Rate

Reach loan retention rates of more than 60% (compared to the 18% industry average).


relationship growth rate

Personalized cross-sell campaigns help sell new products to existing customers within the first 6 months.


Reboarding conversion

Bring lapsed customers back into active use within 30 days.



Productivity Increase

Keep your teams in sync to boost productivity by 20% across sales, marketing, and compliance.

Modern financial brands choose Total Expert

Financial Services CRM

Mortgage CRM

Total Expert in action

Create sustainable growth and increase loyalty with a CRM and customer engagement platform that’s purpose-built for financial institutions.

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Tools to engage every customer

A seamless platform, 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.

Create a better borrower experience from the moment they fill out an application to the day they close. With pre-built CRM and marketing tools, your loan officers can engage more borrowers across all lending channels, prioritize opportunities, and close more loans than ever before.


Develop deeper your relationships, drive more retention, and provide your customers with the services and support they deserve. Total Expert’s platform combines digital simplicity and human authenticity to help you engage with customers at every stage of their financial journey.

Grow your relationships, drive more product usage, increase retention, and give your members the best possible banking experience. Total Expert helps you implement a hybrid digital–human approach that helps your teams engage with members at the moments that matter.