Strategic Partners

Modern technology is a significant investment for any financial institution, so shortening your path to ROI is critical. Through our strategic partnerships with Salesforce and Amazon Web Services (AWS), we’re able to streamline your approval, purchase, and implementation of Total Expert’s purpose-built customer engagement platform.

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THE MODERN GROWTH ENGINE FOR FINANCIAL SERVICES

Total Expert for Salesforce

Total Expert for Salesforce provides your team with digital tools designed specifically for lending, banking, and insurance. Our content library of compliant print and social assets, co-marketing tools, a realtor referral program, and real-time customer insights integrate seamlessly with your Salesforce CRM.

Available in AWS Marketplace

TAP INTO THE POWER OF PURPOSE-BUILT

Total Expert + AWS

Total Expert and AWS joint customers shorten their path to ROI, increase their speed to market for Total Expert solutions, reduce implementation costs via existing AWS commitments, and enjoy consistent compliance and governance practices managed through AWS.

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Enterprise level design solutions

Total Expert + MAXA Designs

Total Expert and MAXA Designs have partnered to bring the convenience and usability of point-and-click design tools to regulated financial services organizations. Now, anyone can create compelling, compliant, branded marketing materials with a design suite that’s purpose-built for modern banks, credit unions, and lenders.

Help us transform the relationship between financial institutions and the people they serve