Total Expert Recognized for CRM Innovation in 2022 MarTech Breakthrough Awards Program

Prestigious International Annual Awards Program Honors Standout Marketing, Advertising, and Sales Technology Around the World

Minneapolis – August 11, 2022 – Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today announced that it has been selected as “Best Overall CRM Solution” in the MarTech Breakthrough Awards program. MarTech Breakthrough is a leading market intelligence organization that recognizes the top companies, technologies, and products in the global marketing, sales, and advertising technology industry.

Total Expert enables marketers and lenders to create meaningful connections, at scale, by leveraging data-driven insights that result in lifelong customer relationships. Unlike horizontal CRM solutions, Total Expert is purpose-built for the unique needs of the financial services industry to empower financial institutions to stay closely connected with consumers during all of life’s major milestones. Banks and lenders are able to anticipate customer needs, and therefore deliver offerings that help them meet their individualized financial goals—and go beyond transactional lending and banking. 

“With the emergence of the digital-first age, banks and lenders have increasingly forgotten the importance of customer relationships, delivering one-size-fits-all digital solutions as opposed to technology that empowers personal connections and financial success,” said James Johnson, Managing Director at MarTech Breakthrough. “Total Expert is addressing this challenge head-on, leveraging technology to empower these banks and lenders to develop a human-first connection with their customers that will create a financially healthier world as a result. We’re thrilled to award Total Expert with our ‘Best Overall CRM Solution’ award for 2022.”

The mission of the MarTech Breakthrough Awards is to honor excellence and recognize the innovation, hard work, and success in a range of marketing, sales, and advertising technology-related categories, including marketing automation, market research, customer experience, AdTech, SalesTech, marketing analytics, content and social marketing, mobile marketing, and many more. This year’s program attracted more than 2,950 nominations from over 18 different countries. 

“To compete in today’s environment, banks and lenders need to modernize their approach to provide education, engagement, and advice at precisely the time customers need it. This ultimately builds trust and creates loyalty, ” said Joe Welu, founder and CEO of Total Expert. “Our platform allows financial institutions to revolutionize marketing efforts through an engagement strategy built on customer insights and intelligent journeys–so they can deliver the perfect customer journey every time.”

The MarTech Breakthrough Awards announcement comes on the heels of several award wins for Total Expert, including being named a leader across four categories in the 2022 Summer Reports from G2, being recognized as a NAFCU Innovation Award finalist, and earning a spot on the 2022 Inc. 5000 Series: Midwest list for the third year in a row.

For more information on the MarTech Breakthrough Awards, 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

Part of Tech Breakthrough, a leading market intelligence and recognition platform for global technology innovation and leadership, the MarTech Breakthrough Awards program is devoted to honoring excellence in marketing, ad and sales technology companies, products and people. The MarTech Breakthrough Awards provide a platform for public recognition around the achievements of breakthrough marketing technology companies and products in categories including marketing automation, AdTech, SalesTech, marketing analytics, CRM, content and social marketing, website, SEM, mobile marketing and more. For more information, visit