Ditching a Clunky CRM for a Powerhouse Platform
May 16, 2025
Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!
Total Expert is empowering modern lenders, banks, credit unions, and financial services organizations with purpose-built tools to surface greater insights, personalize customer engagements, and drive growth in any market. Let them tell you how.
Hear why our customers chose Total Expert over one-size-fits-all platforms and legacy CRMs.
Hear how our customers are surfacing high-quality opportunities and enriching their customer profiles with deeper insights thanks to Customer Intelligence.
As Total Expert grows, we continue to seek out customer feedback so that we can act on it and provide the technology solutions they need to grow their businesses. That’s why we’re so proud to be recognized as an industry leader on G2, the most trusted independent user review site in the tech world!
Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!
Total Expert is our friendly, one-stop shop for all things marketing. From flyers to social media and emails, it’s all in Total Expert. It’s all consistent.
Our former tech infrastructure had its limitations. The solution? Total Expert—a comprehensive platform that integrates various sales and marketing tools, offering us a complete view of our contacts’ lifecycle.
We are just getting started on our Total Expert journey. Knowing what lies ahead and the untapped potential is exhilarating.
Our motto at Peoples Mortgage is “it’s all about the people.” And even though we’re growing, we want to keep that close, connected feeling.
Bryan Clark, SVP of Mortgage Banking, Dart Bank discusses how Total Expert efficiently and effectively helps accomplish key CRM objectives.
In 2020, we knew a new CRM system was the way we at Horicon Bank needed to modernize — to become more digital and intentional
On this episode of Expert Insights, Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, joined our host, Joe Welu, to discuss
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. 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.