Customized for Banks. Personalized to Bank Customers.

Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert accelerate time to ROI and win deeper customer relationships, enjoy wider product usage, drive higher retention, and provide greater customer satisfaction – all through a more human approach.

Our Customers

The Impact of the Total Expert Platform

“We want our customers to feel like we know who they are. That’s exactly what Total Expert can help us with.”

Christian Ruppe

VP of Digital Banking, Horicon Bank


Drive Revenue through Deeper Customer Engagement

Total Expert gives banks the digital tools they need – data, insights, automation and compliance management — to deliver deeply personal interactions and experiences that build trust, deepen loyalty, and create lifelong customer relationships.

Proven ROI with Big Impacts for Banks

Increased Borrower Retention

10% year-over-year growth in loan production.

Higher Customer Engagement

2x greater email open rates and 6x click-through, compared to industry averages.

Staff in Sync

Productivity increased more than 20% from improved efficiency across sales, marketing, and compliance.

Defining Bank Innovation

Prevail Bank and Horicon Bank use Total Expert to drive business results from humanized customer connections.

Savings Banks Money

Modern Bank, Northepointe Bank, United Community Bank, and First Bank utilize in-platform, complimentary content to engage customers.

Industry Built

Alloy Labs consortium of community and mid-size banks informs platform development to drive innovation and solve industry pain points.

Become a Customer-First Bank

Understand Your Customer

Integrate data from every major banking core to understanding your depositors and borrowersTurn data and insights into communications that deliver relevant value both to customers and to the bottom line.

Industry-Tailored Journey

Engage new depositors at key moments that impact product usage. Retain borrowers through timely, personalized communication. Develop banking relationships founded on a humanized experience.

Empower Marketing, Unite Customer-facing Staff

Increase collaboration between experience teams, in-branch staff and marketing with automation and marketing assets – emails, flyers, campaigns, and data-triggers – designed in-platform. Free your people to focus on defining the details of your bank’s unique customer experience.

An Industry-Tailored Platform

Experience a Platform built for Banks

You do not have time to reinvent how banks use CRM and marketing automation. Accelerate your journey to personalized connections with a tool molded by your peers to retail banking – retaining the best practices of the industry – to meet your specific business needs, goals, and requirements.

TotalExpert dashboard

Combine the Power of Sales + Marketing in a Single Platform

Onboarding Programs

The first 90 days are the most important period for onboarding new customers. Banks launching Total Expert receive onboarding journeys with specific touchpoints that drive full adoption and expansion of customer relationships. Journey Creator also provides further onboarding customization that allows banks to adapt to competition or strategic objectives.

Recommended Product or Service

Leveraging data – integrated from credit and debit card providers, banking cores, and mortgage origination and servicing – and combined with behavioral and motivational data creates significant advantages for banks to anticipate customers needs. The results are flourishing customers who utilize a broad spectrum of the bank’s products and services.

Customer Retention

Turn consumers into customers for life with ongoing nurture programs and automated messages. Total Expert is a depositor and borrower retention focused platform. You can develop those stickier digital-banking relationships, engage depositors at the end of their CD or in a rates-up environment, or about their next need for a consumer or auto loan.

Customer Onboarding

Take New Relationships Deeper

Utilize industry best practices stored in the Total Expert platform to nurture and successfully deliver customers to the outcomes – debit card activation, e-statement enrollment, paired-product utilization – that are best for them and the bank.

Customer-For-Life Engagement

Build Wider Customer Relationships

Customers’ financial needs change throughout their lifetime. Utilize data to understand customers’ situation, tailor messaging to their needs, and initiate actions – staff or marketing automation – when messages attract interest.

Customer Retention

Win Lifelong Loyalty

Depositor retention is a function of their use of bank technology. Promote customer usage of online and mobile banking to run their financial life. Engage borrowers near the term of their loan to offer options for their next consumer, auto or HELOC loan.

Customer Success

You’re in Good Company

Total Expert powers many of the nation’s largest banks, and community banks across the country. Whether your team is big or small, you get access to the industry’s most extensive and proven tools, best practices, and ongoing support on how to build trusted relationships through effective digital engagement.

It’s time to build a digital experience rooted in human connection.