Professional Services
Dedicated Services to Deliver Value from Day One
Accelerate your time to value and give your customers the personalized experience they deserve with the help of our award-winning industry experts.
Customer Success
Building powerful partnerships
“Total Expert has done a really good job of listening to our concerns and ensuring that the platform is set up to support our goals. It feels like a true partnership thanks to the weekly calls and bite-sized training sessions. Plus, the resources our Total Expert implementation team provides are helping us become proficient platform users in a very short amount of time.”
OUR CORE PRINCIPLES
Making the Total Expert platform work for you
Customer Success is #1
People First
Trust
Innovation
Excellence
Deliver ROI and value at all levels of your organization
Build collaborative relationships that foster long-term success
Tailor service for each customer based on proven methodologies
Onboarding
Accelerate your time to value
Service Offerings
A little teamwork to help your team work
Support
Free standard support for all customers
Premium Technical Support
The backup you need to keep pushing forward
If your organization has ambitious goals that need more customized support services, our Premium Technical Support tier unlocks access to a dedicated Technical Account Manager, services to help refine your Total Expert platform, and accelerated case routing.
Expert Content
A pre-built content library at your fingertips
Get the right message in front of the right audience without a heavy investment of time or resources. Our industry experts have built a dynamic content library that you can customize to meet your customers’ needs and support your business’ goals.
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Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
