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Total Expert
Total Expert
totalexpert.com

Locations

Minneapolis, MN, USA · St Louis Park, MN, USA

industry

Finance · Real Estate · Sales and Marketing · Software

Size

201-1000 employees

Stage

Series C+

founded in

2012

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to create customers or members for life by re-humanizing complex financial decisions. The company's system aligns marketing, sales and compliance in a single system of record, allowing salespeople to grow their marketing and sales efforts while ensuring they stay compliant with complex regulations and marketing content and brand assets can be developed at the community level and every asset ever created, downloaded or deployed is tracked with on-demand audit-level reporting, enabling businesses and mortgage related businesses to have settings for endless custom reporting and analytics options based on the unique preferences of the organization and manage their financial lives in the digital, social era.

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