Drive Growth & win Customers for life

Deliver the Perfect Customer Journey

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

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.

200+ 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.



Increase in pipeline

Get 100% more conversions and 20% more closed loans with Customer Intelligence + Journeys, compared to other alerts and campaigns.


Productivity Increase

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

Modern financial brands choose Total Expert

Total Expert in action

Create sustainable growth and increase loyalty with a 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.