TOTAL EXPERT PLATFORM
From Awareness to Lifelong Customer
The Total Expert platform integrates data, marketing, sales, and compliance to support the entire customer lifecycle.
TOTAL EXPERT PLATFORM
Deliver a Connected Customer Experience
Industry-Leading Technology Integrations
Open API and pre-built integrations result in a single source of truth.
Purpose-Built for Financial Services
Designed for your unique use cases to accelerate consumer engagement.
Speed-to-Value to Optimize Results
Deep industry experience means we know how to help you succeed.
DATA
Turn Customer Data Into Actionable Insights
Seamlessly integrate your tech stack with the Total Expert platform for a single source of truth and a holistic view of your customers and members.
MARKETING
Personalize Engagement at Scale
Engage customers and members where they are with data-informed marketing automation and hyper-personalized journeys.
CRM
Transform Relationship Management
Go beyond CRM—A connected solution empowers teams to gain context and bring greater value to every interaction.
PRODUCTIVITY
Empower Sales Teams
Quickly identify the next best engagement with lead-generation, predictive analytics, and content tools.
COMPLIANCE
Manage Regulatory and Brand Requirements
Rely on built-in compliance tools to seamlessly manage regulatory and brand requirements—all without any extra work for your team.
CUSTOMER SUCCESS
Create High-Touch Customer Relationships
“Total Expert gives us speed to market. We can concentrate on building relationships and doing what we do best without worrying about creating a system that really works for us.”
Krish Dhokia
SVP, Marketing & Business Development, Kind Lending
