Total Expert Announces Total Expert for Salesforce on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Total Expert’s financial services customers can now tap Total Expert for Salesforce to power personalized communications and create customers for life

Total Expert, the customer experience platform purpose-built for modern financial institutions, announced it has launched Total Expert for Salesforce on the Salesforce AppExchange. The integration empowers banks and lenders who’ve already invested in Salesforce to orchestrate a lifelong customer journey hyper-personalized for financial consumers. Total Expert for Salesforce enables deeper marketing and customer engagement within Salesforce on behalf of customer-facing teams, such as advisors, loan officers, and personal bankers

Integrated directly with Salesforce, Total Expert for Salesforce is currently available on AppExchange at

“Modern financial institutions are often still missing out on a personalized and humanized customer journey that hits the mark for financial consumers,” said Joe Welu, founder and CEO of Total Expert. “Because Total Expert is purpose-built for marketing and customer engagement for financial services, this integration fills the gap for banks and lenders, giving them what they need to authentically connect with customers. Customers now have a financial services-specific customer engagement and marketing tool chest to help forge rock-solid relationships, accelerate their pipeline with actionable data, and build financial relationships that last a lifetime.”

The integration provides access to Total Expert’s curated library of approved and compliant marketing materials and campaigns directly in Salesforce so that customer-facing teams can deliver the right message to the right customer at the right time. Organizations have the flexibility to deploy marketing and customer engagement on behalf of loan officers, and deliver personalized communications to customers based on actionable insights, not guesswork.

Additionally, customer contact, account, and loan data will offer personalized borrower experiences, like loan status and post-close journeys, all on behalf of the loan officer.

“Total Expert for Salesforce is a welcome addition to AppExchange, as they power digital transformation for financial services customers by expanding their marketing and customer engagement toolbox,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”

This release is the latest in a series of major innovations the company is announcing this year, following on the heels of Total Expert for Consumer Direct–an all-in-one sales and marketing platform built on a single data model for direct lending. 

Total Expert for Salesforce is now available for download from Salesforce AppExchange. Via the guided installation wizard, users can instantly sync Salesforce contact, loan, account, and Total Expert engagement data for a holistic view of contacts within the Salesforce platform.

For more information about Total Expert, visit

About Salesforce AppExchange

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers and, entrepreneurs to build, market and grow in entirely new ways. With more than 6,000 listings, 9 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.

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Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for 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