“Total Expert understands our needs, and understands the scrutiny of our industry. It’s nice to actually partner with somebody that really does truly understand everything
“As a bank, we wanted a system that would work for more than just the mortgage department. We looked at several solutions, some that just
“Total Expert has helped replace so many different tools that we were using, to have a one-stop marketing system.” Moneek Langston, Vice President of Marketing
“Our bank has been around for over 97 years. Since we added Total Expert, we’ve excelled and expanded in ways we never thought were possible.”
“You can change the path of a Journey based on the customer’s small characteristics, which allows us to track the ROI and show the bank
“The first — but not last — ‘wow’ moment I had about Total Expert was when I learned about its Journeys. My immediate reaction was,
“When you work with companies like Total Expert that are in the same industry as you, they understand your challenges, they understand your pain points,
“Before Total Expert, we didn’t have a data-driven way to guide consumers through a journey that armed them with the financial wellness and mortgage-readiness tools
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert 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.
