Total Expert Nets “Industry Leader” and “High Performer” Honors in 2022 G2 Reports

G2, the world’s largest tech marketplace, recently released its Winter 2022 Reports, and Total Expert earned coveted positions in the Loan Software, Marketing Automation Software, Mortgage CRM, and Financial Services CRM categories. 

Of all the recognition we’ve gotten in the last year, this one means the most. Why? Because G2 rankings are based entirely on customer reviews. We’ve long relied on customer feedback to guide product development, and we’re delighted to see that our efforts are resonating.

How G2 Rankings Work

Total Expert outshone competitors in two categories: Loan Software and Mortgage CRM, where we earned recognition as a “Leader.”

In two other categories, Financial Services CRM and Marketing Automation Software, we achieved the status of “High Performer.”

The rankings are based on reviews from verified customer users, which G2’s research team compares with reviews from the users of competing platforms.

Among the features evaluated were ease of use, quality of support, ease of setup, likelihood of a user to recommend the platform, and whether the user thinks the product is going in the right direction.

Of particular note: we were honored and humbled to learn that more than 90% of our customers would recommend us.

Powering Better Relationships

Customer loyalty is the lifeblood of financial institutions, and Total Expert helps those institutions cultivate the deep connections necessary to inspire loyalty. But don’t take it from us – see what some of our customers have said in G2 reviews:

Total Expert is everything we need to stay in touch with past clients and engage with new leads.

Contact management and marketing automation are the two keys of Total Expert. Neither of those were easy or scalable with our previous CRM solution. Total Expert allows me to control the entire experience for our end users and for their contacts.

When you work with [Total Expert], you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.

Total Expert’s team is quick and efficient. The product is high quality.

As we grow, we look forward to continuing to iterate our purpose-built platform to deliver the resources and capabilities financial institutions need to connect with their customers with the right message at the right time on the right channel.

Get Inspired by Total Expert Customers’ Work

Earning recognition in G2’s Winter 2022 reports is an honor, but seeing the amazing things our customers are able to achieve with our platform is what gets us up in the morning. We’re proud to have boosted productivity for customers like FirstBank and increased lead conversion for customers like CIVIC Financial Services.

We’re so inspired by what our customers are able to do with Total Expert, in fact, that we created an awards program to celebrate them last year: The Expys.

Looking ahead, we’re excited to continue innovating and iterating to make Total Expert the best possible platform for financial institutions looking to deliver top-tier customer and member experiences.