Digital Tools to Make Human Connections

Total Expert’s customer engagement and intelligent automation platform is purpose-built to help modern financial institutions create lifelong customer relationships via the perfect mix of digital and human touchpoints.  


The power of purpose-built

If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.  

Integrated data

Create 360-degree views of each customer by connecting first-party and third-party data through our library of over 55 industry-specific integrations. When you truly understand your customers’ needs, goals, and financial situation, every interaction is more authentic and more impactful.

Customer insights

Know the moment a customer is ready to take the next step on their financial journey. Leverage activity alerts, behavior recognition, and engagement histories to better understand every contact in your database—and engage them with the products and services that are most relevant to them.

Intelligent automation

Provide customers with a seamless experience from one channel to the next with personalized journeys that combine digital communications and human engagements to help you deliver the right message at the right time.


Manage your relationships, not your software

Boost sales productivity and efficiency with tools that give your teams more context and clarity around how and when to engage with customers. 


Connect customers with the content they need, when they need it

Make every interaction impactful through customized, multichannel campaigns and personalized journeys that combine digital and human touchpoints—all tailored to that customer’s financial needs and goals.


Build a foundation of trust and transparency

Manage regulatory and brand requirements with built-in compliance tools and certifications that comply with RESPA, TCPA, CPPA, and CAN-SPAM guidelines without adding work for your team.

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Data is useful. Knowing how to wield it is powerful.

Supercharge your communications by layering data insights onto your customer profiles—allowing you to deliver the perfect customer journey, one engagement at a time.

See it in action


Digital tools to create customers for life

360-Degree Customer View

Aggregate data from across your tech stack to create complete customer profiles and deliver more personalized communications.

True Data Insights

Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.


Build targeted contact lists to deliver timely, relevant messaging in every campaign.

Lead Management

Seamlessly move contacts between stages and connect them with the right team member at the right time.

Always-On Nurture

Develop relationships and stay in front of customers until they’re ready to act.

Multichannel Campaigns

Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.

Digital Content & Social Media

Get your message to market faster with tools to create content for your website, landing pages, and social channels.

Co-Marketing Campaigns

Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.

Reporting & Dashboards

Track campaign performance, analyze what works, and identify gaps to boost ROI.

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Built for relationships. Built for financial services.

Hear from industry leaders why it was important for them to choose a purpose-built solution.