“The ability to search and find and tag just led everything from the creation to deployment to be so much easier.”
Jarrett Stanley, Vice President of Marketing, Southern Trust Mortgage
Jarrett Stanley, Vice President of Marketing, Southern Trust Mortgage
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.