Empowering Financial Wellness

We believe that empowering banks, credit unions, lenders, and other financial services firms to have a human-first connection with their customers will create a financially healthier world.

Our Story

Creating the customer-for-life company

Our experts spent years studying banking and lending in order to create a platform based on real needs. The result? The most innovative, integrated technology in the industry—and the only one that puts customer experience first.

Company achievements

G2 Leader - Spring 2024

Leader on G2

As Total Expert has grown, a key part of this evolution has been a continued emphasis on receiving – and acting upon – customer feedback. And from Total Expert’s humble beginnings being built in a real estate office basement to the latest iteration of the purpose-built platform, customer input has been encouraged every step of the way.

Our Values

Driving us to go further

Behind every decision made, our employees and our business are guided by five core values. We stand by these principles in every step we take toward reimagining financial relationships and promoting financial wellness for all.


Meet our executive team

Financial services is in our DNA. We’re led by a team of experts equipped with decades of industry experience combined with long-term strategic vision.

COmpany News

Keep up to date with Total Expert

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Forging financial futures

We’re changing how financial institutions engage with consumers, starting with the people behind our platform. To do that, we need passionate people who want to grow with us as we continue to empower leading financial brands to form deeper customer relationships.