“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 in our environment.”
Kasia Stephenson, VP & Director of Marketing
Kasia Stephenson, VP & Director of Marketing
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.