Total Expert Achieves ISO 27001 Certification

The platform’s dedication to information security is highlighted through the achievement of internationally respected security standards

MINNEAPOLIS – August 18, 2022 – Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today announced it has been granted ISO 27001 certification following an extensive audit process. The scope of Total Expert’s information security management system (ISMS) includes all departments, teams, and functions of the Total Expert organization. 

When it comes to IT security, ISO 27001 certification is one of the most respected international security standards. With this certification, Total Expert has reaffirmed its highest commitment to implementing an ISMS to safeguard critical customer data.

“Total Expert is committed to demonstrating a high level of information security and is proud to have achieved ISO 27001 certified status,” said Chris Rossi, director of information security at Total Expert. “Having this commitment recognized by a third party highlights how significantly our team values the confidence and trust of our customers and prospective customers.”  

The ISO 27001 standard was developed by the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC) in response to protecting valuable private data from increasingly sophisticated attacks against information systems. It outlines the best practices for an ISMS and represents the gold standard for IT security. 

As a cloud-based network, the ISO 27001 certification is especially noteworthy. In doing so, Total Expert has demonstrated a systematic and documented approach to protecting and managing sensitive company and customer information. 

Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. For more information visit