Banking
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.
total expert customers
“Understanding the needs of our customers and serving them in a personal, timely manner is our number one priority, The Total Expert platform will give our team access to valuable customer insights across our organization and enable them to deliver an above-and-beyond, personalized customer experience.”
Fred C. Schwertfeger
SVP, Chief Strategy Officer, Horicon Bank
total expert customers
“We are excited to work with Total Expert as we go through the implementation phase, The system will be a great asset to help our staff to have a 360-degree view of our customers and communicate efficiently while helping our customers pursue their financial goals.”
Nathan Quinnell
President, Prevail Bank
total expert customers
“Our improvement with quality, on-time marketing deployments have increased retention during this major upswing in volume and continually permitted touch points through automation that never would have been possible before.”
Darin Scheidly
Training and Development/Origination Support Manager, United Community Banks
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.
