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.


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.

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
VP of Marketing – Wholesale Lending, Fairway Independent Mortgage Corporation

Deliver the total experience, every time–with Total Expert.