Total Expert offers live training webinars weekly, during which you’ll learn how to use key functions within the platform.
Follow our in-app guides to learn how to build marketing assets, including single property sites and print material.
Our users can access our online knowledge base to learn more about using features within our platform.
Connect with a Total Expert Support Engineer via live chat from 8:00a – 7:00p CT Monday-Friday, available within our platform (blue button in the lower right corner).
Connect with a Total Expert Support Engineer via phone from 8:00a – 7:00p CT
Total Expert offers personalized training for enterprise accounts to ensure everyone in your organization has an opportunity to learn the Total Expert platform.
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.