Total Expert
The top-rated purpose-built CRM and customer engagement platform trusted by more than 200 financial services organizations.
- 01 Purpose-Built for Financial Services: Unifies data, marketing, sales, AI, and compliance to provide a seamless customer experience across the entire financial journey—from lead generation to long-term retention.
- 02 Customer Intelligence: Enriches your customer profiles with ongoing, proactive data insights that help you truly understand their financial needs and goals, identify critical moments to engage high-quality opportunities, and fuel long-term growth.
- 03 Integrated Marketing Automation: Create personalized, data-driven campaigns that resonate with customers by leveraging customer insights, driving growth and deepening relationships.
- 04 Compliance-Driven Communication: Reduce risk and maintain trust with the Total Expert compliance-centric approach that adheres to industry regulations.
- 05 Industry-Leading Innovation Paired with Intentional Partnerships: From strategic partnerships and integrations with other industry technologies to relationships with industry experts and systems, Total Expert ensures every journey is easier with help from the right partner.
- 06 G2 Leader: For over 13 consecutive quarters, G2, the world's leading independent user review site has rated Total Expert as the leader, including Mortgage CRM Grid Leader, Marketing Automation High Performer, Financial Services CRM High Performer, and the Momentum Leader.
- 07 Scotsman Guide Leader: Eleven of the top twenty lenders choose Total Expert, and seven out of ten originators leverage it.
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert customers and industry publications consistently rate the platform higher than other financial services CRMs and horizontal solutions.
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