Total Expert Recognized as Spring 2022 G2 Leader Across Four Categories

Fast-growing fintech company adds to its accolades in the latest G2 grid based on client reviews

MINNEAPOLIS, March 22, 2022 – Total Expert, the only customer experience platform purpose-built for modern financial institutions, today has been named a leader across four categories in the Spring 2022 reports from G2, the world’s leading business solutions review website. 

Based on reviews and data provided by real users of its SaaS platform, G2 identified Total Expert as a Leader in the following categories: Marketing Automation Software, Financial Services CRM Software, Loan Software, and Mortgage CRM. In addition to being a Leader in those categories, Total Expert was recognized as a High Performer in Enterprise Marketing Automation Software.  

“Our customers are at the core of everything we do; we empower them to reimagine financial relationships, form deeper connections, and deliver the perfect customer journey,” said Joe Welu, founder and CEO of Total Expert. “As we continue to accelerate company growth and expand our market presence, this type of recognition from actual users of our platform is an honor and speaks volumes. We thank and applaud our customers for their continued support.” 

Total Expert achieved its rankings by receiving positive reviews from verified customer users, which were then compared to similar products in each report category.

“Rankings on G2 reports are based on data provided to us by real users,” said Tom Pringle, VP of Market Research. “We are excited to share the achievements of the products ranked on our site because they represent the voice of the user and offer terrific insights to potential buyers around the world.” 

Additional Resources: 

For more information on Total Expert, visit

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

G2, the world’s leading business solution review platform, leverages 1M+ user reviews to drive better purchasing decisions. Business professionals, buyers, investors, and analysts use the site to compare and select the best software and services based on peer reviews and synthesized social data. Every month, more than three million people visit G2’s site to gain unique insights.