Services
Professional Services
Professional Services

Big Enough to Do What You Need. Focused Enough to Do It Well.

Stay one step ahead of the industry by tapping into our team’s decades of financial and technology experience to ensure that you’re benefitting from the latest platform functionality and best practices.
OFFERINGS & CAPABILITIES

Award-winning services at your service

Accelerate your time to value and give your customers the personalized experience they deserve with the help of our award-winning industry experts.
Campaigns
  • Campaign build/testing
  • Campaign consulting
  • Campaign analysis
  • Recommendations on additional best practices
Content Functionality Analysis
  • Library organization
  • Library optimization
  • Branding analysis
  • New content creation
Integration Support
  • Additional integrations
  • Net new data sources (in existing integration)
  • API consulting
  • Tech stack conversions
  • Data mapping review & optimization
System Assessments
Settings and Functionality Analysis
End User/Admin Training
Campaigns
  • Campaign build/testing Campaign
  • Campaign consulting
  • Campaign analysis
  • Recommendations on additional best practices
Content Functionality Analysis
  • Library organization
  • Library optimization
  • Branding analysis
  • New content creation
Integration Support
  • Additional integrations
  • Net new data sources (in existing integration)
  • API consulting
  • Tech stack conversions
  • Data mapping review & opptimization
System Assessments
Settings and Functionality Analysis
End User/Admin Training
HOW IT WORKS

Proactive partnerships produce better outcomes

Financial consumers have more complex needs and greater expectations than ever. Technology platforms are evolving to help meet those challenges, but it can be easy to fall behind the constant updates, feature releases, and best practices when you’re focused on serving your customers.

That’s why our Professional Services team takes a proactive approach to ensure that your organization keeps pace with the industry through regular training sessions, custom campaign assistance, integration support, and content and consulting services.

Services that scale with your needs
Our Professional Services team has the flexibility and expertise to help your organization continually level up its tech capabilities, support you through changes in business strategies, adapt to staffing changes, and even prepare for mergers or acquisitions.
Not sure where to start?
Total Expert’s Professional Services team can perform a detailed analysis of your organization’s current technology configuration, usage, and performance metrics to provide recommendations around best practices and help unlock the full potential of your tech stack.
why total expert

We're more than a platform. We're a partner.

Schedule a demo
Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
Customer Success

Simplify compliance management in the Total Expert platform

Customer stories
“A streamlined CRM with a bright future.”
Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content.
Jordan B.
CRM Specialist II
“Top Customer Experience & Integration CRM.”
One of the top features of Total Expert is the ability ro personalize customer engagement to effectively keep customers up to date on loan status, provide education, and create a seamless experience throughout the loan process. The ability to integrate different mortgage industry systems has been helpful in making our loan officer's business more effective. Finally, the ability to pair well with our Compliance standards gives us peace of mind in the tools and communication we send through Total Expert.
Mikala S.
Origination Support & Product Specialist Manager
“The GOLD standard in mortgage CRM and marketing platform.”
Total Expert has a wonderful UX that makes it easy for loan officers to use. Their Journey functionality is the absolute best for multi-platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket.
Scott K.
Vice President of Marketing and Business Development
“Total Expert changes the marketing game.”
I love the ability to be able to store and organize marketing pieces and categories!
Erica P.
Chief Credit of Policy
“TE knocks it out of the park.”
When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard.
Jelaire G.
Founder
“The WINS I’ve seen and had with Total Expert!”
The Journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze!
Cole C.
Marketing Supervisor
services

Dedicated Services to Deliver Value from Day One

Unite your internal teams with an all-in-one customer engagement platform that fosters communication, increases collaboration, and drives better outcomes for your customers.
Explore case studies
Onboarding
Our team of industry experts will guide you through a hassle-free platform implementation.
Learn more
Support
Connect with our tech support team to ensure that the Total Expert platform continues to support your business goals.
Learn more
Expert Content
Develop deeper relationships with every interaction by giving your team immediate access to pre-built content and design templates.
Learn more
Resources

Knowledge & insights

Explore all resources
Explore all resources
AI

AI Revolution: From “Discovering Fire” to Real Business Outcomes

Read more
Insurance

The Medicare Marketers’ Guide for 2025

Read more
Lending

Habits of Top-Performing Loan Officers

Read more
AI

AI Revolution: From “Discovering Fire” to Real Business Outcomes

Read more
Insurance

The Medicare Marketers’ Guide for 2025

Read more
Lending

Habits of Top-Performing Loan Officers

Read more
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.