Supporting Bank’s Biggest Opportunities

Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach.
Wistia video thumbnail


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.”


VP of Digital Banking, Horicon Bank
Wistia video thumbnail

Drive Retention Through Deeper Customer Engagement

Total Expert gives banks the tools they need—from sales productivity and marketing automation, to data analytics and compliance — to deliver deeply personal interactions and experiences that build trust, deepen loyalty, create lifelong customer relationships.


Lead New Relationships to Deeper Product Utilization

Utilize industry best practices stored in the Total Expert to nurture and successfully guide customers to the intended outcomes – debit card activation, e-statement enrollment, or online banking – that are best for them and the bank.


Expand Relationships with Additional Products and Services

Consumers’ financial needs change throughout their lifetime. Unlock your data to understand consumers’ situations, anticipate future needs, hyper-segment messaging to their preferences, and initiate outreach – human or digital – when messages resonate to attract interest.


Earn Lifelong Loyalty

Depositor retention is directly related to their use of bank products and technology. Promote customer usage of online and mobile banking to simplify their financial life. Engage consumers near the term of their loan to offer recommended next best product options including consumer loans, auto loans, or home equity lines of credit.

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.

Teams Working as One

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.

Purpose-Built, Industry Led

Alloy Labs’ consortium of community and mid-size banks influence platform development to ensure alignment with industry needs and foster innovative solution that solve some of the biggest challenges in banking.

Become a Customer-First Bank

Data & Insights That Lead to Action

Integrate data from every major banking core to understand your consumers. Turn data and insights into focused actions that deliver relevant value – both to the customer and to the bottom line.

Industry-Tailored Journey

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

Empower Your Teams

Increase collaboration and arm your teams with key information and touch-points across the organization (both in-branch and digitally) for an organized, human–centric customer experience.
Wistia video thumbnail


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.