Professional Services Offerings

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.

Professional Services Offerings
Proactive support partnership

A proactive partnership that produces outcomes

Our industries are growing rapidly, and financial consumers have more complex needs and greater expectations than ever before. Technology platforms continue to evolve to help you meet those challenges, but it can be easy to fall behind the constant updates, feature releases, and best practices while 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.

Award-winning services at your service


  • 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
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System Assessments

Settings and Functionality Analysis

End User/Admin Training

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.

Services that scale with your needs
Performance analysis dashboard

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.


Our detailed report will include recommendations for areas of improvement, current gaps and weaknesses, and even identify redundancies to help optimize your systems’ performance and minimize costs.