Total Expert

totalexpert.com

Total Expert is a purpose-built customer engagement platform designed for financial institutions, enabling them to engage and guide consumers through complex financial decisions. The platform unifies data, marketing, sales, and compliance solutions, allowing organizations to deliver personalized customer journeys across various financial milestones. With over 200 financial institutions using its services, Total Expert differentiates itself by providing dynamic customer profiles that aggregate relevant data, resulting in improved retention rates, relationship growth, and productivity. The company positions itself as a leader in the fintech space, offering tools that help modern banks, lenders, credit unions, and insurance companies drive growth and enhance customer loyalty.