Total Expert Launches Partner Marketplace Enabling Financial Services Customers to Implement a Custom MarTech Stack with Best-in-Class Providers 

Central hub connects financial services marketers to an array of industry-best tools to create the ultimate customer engagement platform unique to their business

MINNEAPOLIS— June 27, 2024—Total Expert, a leader in customer engagement software for financial institutions, today announced the launch of the Total Expert Partner Marketplace (Marketplace)—a central hub for banks, lenders, and insurance marketing teams to build out their MarTech stack with a curated set of best-of-breed solutions from Total Expert partners. The Marketplace gives Total Expert customers unparalleled access—directly within the Total Expert platform—to innovative MarTech solutions that enable the expansion of their Total Expert customer engagement platform into a tailored tech-stack fit for their financial enterprise.

“The Marketplace is a hand-picked set of some of the financial services industry’s most innovative solutions—all aligned with Total Expert in helping financial institutions reimagine how to make personal connections with consumers at scale and win their loyalty for life,” said Joe Welu, founder and Chief Executive Officer at Total Expert. “By developing a specific, vetted group of partners and making them conveniently accessible in our Marketplace, we are allowing marketing teams to build a tech stack that unites data and action systems under one roof. The connected result allows them to focus tech spend and manufacture a system that best-serves their team, customers or members, and organization without the burden of evaluating and integrating solutions on their own.” 

The Marketplace will constantly evolve and grow as the organization evaluates best-in-breed partners. The Marketplace currently includes eight unique partner solutions, each offering a smooth and functional implementation to complement and enhance Total Expert’s capabilities: 

  • Capacity: Gives marketing teams AI-supported internal chat and text capabilities to drive smarter, faster, more effective service delivery.  
  • Adwerx: Allows teams to build brand equity with new audiences and deepen relationships with targeted contacts through an industry-leading digital advertising automation solution. 
  • InGenius: Gives mortgage lenders both broad and fine-grained intelligence to identify borrowers, expand into new markets, recruit top-performing loan officers (LOs) and empower LOs to grow their referral networks. 
  • Verse.AI: An AI-driven two-way SMS conversation solution that enables compliant, scalable, and customizable automated texts that connect with Total Expert journeys.  
  • DirectMailers: Allows marketing teams to build targeted mail campaigns and deliver personalized, compliant mailings that can be tracked for delivery and engagement, all through Total Expert’s journey automation. 
  • Gives Total Expert customers exclusive insights on online reputation and experience management to drive immediate improvements that elevate customer satisfaction, foster brand loyalty, and enhance their online reputation. 
  • Birdeye: Connects financial institutions with a robust online reputation management platform to help them grow their company’s social presence, connect digitally and improve customer experience.  
  • Clever: Leverages its premier agent-matching technology, data insights, and network of realtors to simplify the mortgage process using its engagement suite, rewards ecosystem, and home concierge to help businesses grow and enhance borrower engagement. 

This configuration of partners is designed to present a win-win combination. The Total Expert platform is now connected with some of the most innovative and widely used tech tools on the market. Through the Marketplace, partner organizations gain valuable exposure and connections to a broad base of banks and credit unions, mortgage lenders and IMBs, and insurance organizations actively looking to invest in their MarTech stacks. 

“Adwerx and Total Expert have been collaborating closely for years,” said Dan London, chief marketing officer at Adwerx. “So, when the opportunity to officially join Total Expert’s Marketplace came up, we eagerly embraced it. Our regular team meetings provide invaluable insights and generate real opportunities for existing and potential customers. Together, we enhance our service to customers, ensuring they maximize the value of both platforms.” 

“We are thrilled to be part of Total Expert’s Marketplace to help more organizations see the power of multi-channel direct mail marketing,” said Richard Irwin, chief executive officer and founder at DirectMailers. “We have been servicing the mortgage and banking industry for the past three decades. Partnering with Total Expert has enabled us to help more lenders see how direct mail can support marketing, from opted-in leads to closing more funded loans.” 

To learn more about Total Expert’s Marketplace, visit

About Total Expert    

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.