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.
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.
Personalize Engagement at Scale
Engage customers and members where they are with data-informed marketing automation and hyper-personalized journeys.
Transform Relationship Management
Go beyond CRM—A connected solution empowers teams to gain context and bring greater value to every interaction.
Empower Sales Teams
Quickly identify the next best engagement with lead-generation, predictive analytics, and content tools.
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.
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
VP of Marketing – Wholesale Lending, Fairway Independent Mortgage Corporation
Stay in the Know
Deliver the total experience, every time–with Total Expert.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416