Professional Services

Dedicated Services to Deliver Value from Day One

Accelerate your time to value and give your customers the personalized experience they deserve with the help of our award-winning industry experts.

Professional Services

Customer Success

Building powerful partnerships

“Total Expert has done a really good job of listening to our concerns and ensuring that the platform is set up to support our goals. It feels like a true partnership thanks to the weekly calls and bite-sized training sessions. Plus, the resources our Total Expert implementation team provides are helping us become proficient platform users in a very short amount of time.”


Making the Total Expert platform work for you

Like every one of your customers, your financial institution is unique. Your teams’ needs and your business goals don’t just demand a purpose-built platform and powerful digital tools—they also deserve personalized service and expert support to continue providing customers with the best possible experience in every interaction.

Customer Success is #1

People First




Deliver ROI and value at all levels of your organization

Build collaborative relationships that foster long-term success

Tailor service for each customer based on proven methodologies


Accelerate your time to value

Our onboarding process is designed to get you up and running quickly—without cutting corners. We’ll work with you to build out a streamlined go-live strategy that incorporates your organization’s short-term needs and long-term goals to deliver value on day one—and every day after.
New platform user smiling during implmentation.
Professional Services Offerings

Service Offerings

A little teamwork to help your team work

Get the most out of your investment by taking advantage of additional training, campaign customizations, integration support, content optimization, and consulting services—all tailored to your organization. Together, we’ll help ensure that you’re benefiting from the latest platform functionality, marketing strategies, and industry best practices


Free standard support for all customers

Our award-winning support team has the industry experience and technical expertise to provide timely, effective platform assistance and help your business consistently deliver exceptional customer experiences.
Support services with Total Expert
Premium Support

Premium Technical Support

The backup you need to keep pushing forward

If your organization has ambitious goals that need more customized support services, our Premium Technical Support tier unlocks access to a dedicated Technical Account Manager, services to help refine your Total Expert platform, and accelerated case routing.

Expert Content Dashboard

Expert Content

A pre-built content library at your fingertips

Get the right message in front of the right audience without a heavy investment of time or resources. Our industry experts have built a dynamic content library that you can customize to meet your customers’ needs and support your business’ goals.

Take a personal platform tour

Learn how Total Expert can help deepen your relationships and deliver personalized experiences for every customer.
See it in action