Total Expert is a purpose-built customer engagement platform designed specifically for financial services. By unifying data, marketing, sales, and compliance solutions into one modern system, Total Expert helps banks, lenders, credit unions, and insurance companies deliver exceptional customer experiences at every financial milestone. Built for an industry where personalized relationships are critical, Total Expert streamlines marketing activities and enhances revenue growth through its robust, unified platform.

Why Choose Total Expert?

• All-in-One Engagement: Total Expert centralizes all aspects of customer engagement—from digital and print marketing assets to automated email campaigns and social media outreach—ensuring consistency and efficiency.
• Seamless Integrations: The platform offers powerful integration features such as data import/export tools, APIs, and LOS integration. These capabilities allow users to connect with diverse partner applications with ease.
• Robust Automation and Customization: Advanced workflow capabilities and customizable email builders enable tailored communication journeys that fit the unique needs of loan officers and marketing teams.
• User and Role Management: Granular controls for user, role, and access management deliver secure handling of customer and campaign data across teams.
• Holistic View of Customer Data: Total Expert consolidates all marketing interactions into a single database, granting users useful insights to nurture client relationships and drive growth.

Recognized as a leading solution in the CRM for Insurance category, Total Expert offers a comprehensive suite of tools that empower teams to efficiently deploy campaigns, track performance, and continuously optimize their communications. Its intuitive interface is as suitable for tech-savvy marketers as it is for loan officers who need simple, effective assets without a steep learning curve.

Who Is Total Expert For?

• Financial Institutions: Banks, lenders, credit unions, and insurance companies can all benefit from streamlined customer engagement and enhanced CRM functionalities.
• Marketing Professionals: With tools that simplify digital asset creation and campaign management, marketing teams can focus on strategy rather than juggling multiple platforms.
• Loan Officers: Purpose-built features make it easier for loan officers to access custom marketing materials and nurture client relationships effectively.
• Developers and Integrators: With robust APIs and data management tools, technical teams can extend platform capabilities and integrate other essential systems.

Total Expert’s powerful marketing operating system is designed to transform customer data into actionable insights, streamline processes, and enable personalized communications at scale. Explore exclusive deals at the Total Expert Deals Page and elevate your customer engagement strategy today.

Alternative Solutions

• HubSpot Marketing Hub
• Salesforce Financial Services Cloud
• Salesforce Marketing Cloud Account Engagement