Exceptional Customer Reviews Land Total Expert as a Leader in 2023 Winter Report from G2

Adding to its growing list of accolades, the fast-growing fintech company rounds out a successful year 

As a customer experience platform purpose-built for modern financial institutions, Total Expert highly values the opinions and feedback of their customers to push innovation. For the fourth quarter in a row, Total Expert has been named a leader in various industry categories by G2, the world’s leading business solutions review website. 

Total Expert achieved its Winter 2023 rankings from G2 as a result of a myriad of positive reviews from verified customer users, when compared to similar products in each report category. 94% of users rated the platform at 4 out of 5 stars or higher and 91% said they would recommend Total Expert to others.

With the cost of acquiring a new customer being nearly seven times the cost to maintain a current customer, leveraging data and intelligent automation through tools like Total Expert is the best way to create personalized and unforgettable experiences that customers won’t want to let go of. In such a tight market with steep competition, it’s important for banks and lenders to have tools to help them maintain and grow the relationships they already have. 

Hitting the Mark 

Total Expert outshone the competition as a Leader in two key industry categories:  

  • Financial Services CRM Software – Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies leverage financial services CRM software to build, maintain, and strengthen customer relationships. Customers are the lifeblood of the financial services industry, so ensuring that those relationships are strong is vital to the success of an institution. 
  • Mortgage CRM – Mortgage CRM software is tailored to ease the daily responsibilities of loan officers. The software facilitates agency organization and prompt follow-up and client comms; some mortgage CRM solutions also provide real-time lending industry intelligence as well as reputation management functionality. 

In addition, Total Expert was recognized as a Momentum Leader in the Mortgage CRM category. A product’s Momentum score is calculated by a proprietary algorithm that factors in more than a year’s worth of social, web, employee, and review data that G2 has deemed influential in a company’s momentum.