New, Intuitive Total Expert UI Enhances User Experience

Empowering leading banks and lenders to stay hyperconnected with their customers, prospects and partners starts with having a best-in-class technology partner committed to innovating and enhancing the product to meet rising consumer expectations.

We are excited to share with you the latest updates to the user interface within the Total Expert Marketing Operating System® (MOS) – designed to elevate the modern salesperson and relationship manager.

Users will experience a sleek design paired with added functionality to streamline day-to-day activities and increase marketing efficiency.

Modern Interface with Personalized Features

An overall visual update has been made to the user interface including an enhanced color scheme to enrich graphics and added spatial elements for easier readability.

With added depth and layers to emphasize the visual hierarchy, users’ eyes are naturally guided toward key elements within the MOS.

Organizations can personalize the color of the navigation and text at the top of the screen to reflect their company’s branding.

Fast Access to Quick Links

It’s now easier than ever to access all of your Quick Links within the MOS at any time.

Quick Links have been moved to the header, granting users persistent access to their most commonly used features, and ultimately, making them more productive.

Tailored to the unique needs of each organization, Quick Links eliminates redundancy and makes it easy to find the one thing you need when you need it most.

Updates to Dashboards and Activity Stream

Enhancements have been made to Dashboards and the Recent Activity Stream to improve the user experience.

The Dashboard page now has a tabbed interface, allowing users to quickly access all of their dashboard data. All dashboards are now consolidated onto the Dashboard page, making this information easily accessible at all times.

In addition, we have consolidated and improved the Recent Activity Stream to create uniformity – clearly displaying the details of actions and activities that have taken place without taking up too much space.

Improved Navigation Panel

The behavior of the navigation panel has been updated with a highlighted, intuitive hover pattern, making it easier for users to know where they are at any given point.

The order and functionality within the navigation panel has not changed, but the icons have been revamped to be more representative of each feature.


Total Expert understands the importance of staying front and center with your customers, prospects and partners and having the data, features and functionality that salespeople and relationship managers need to excel in today’s market.

These enhancements create a more modern, streamlined experience for our users, so they too can deliver the best experience possible.