Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library of content support pieces, they have anything one can possibly think of. Job aides, webinars, interactive walk throughs. This allows our loan officers to learn the tool on their own & feel confident using the platform. Review collected by and hosted on G2.com.

There isnt anything i'd say we dislike about using Total Expert. One thing that may be nice to have in the future though, may be more enhancements & innovations on the 'email builder" side fo things. Review collected by and hosted on G2.com.

Dealing with primarily content, the support and turn-around time we get on any issues that arise is typically very quick and helpful. Templates are easy to share and edit. They are also constantly pushing new updates to add new features and optimize current content. Review collected by and hosted on G2.com.

The new email builder is missing some core elements that we need. We cannot lock snippets/code-blocks, which would be helpful for things like signatures and disclaimers. We would also like to see some ways to limit the colors that users can use in the builder (we'd like them to be limited to brand colors). Review collected by and hosted on G2.com.

It provides a solution to leverage your entire database and creates cross sell opportunities throughout the bank. If we waited for core to develop something it would take years to do what we can with TE. Review collected by and hosted on G2.com.

The major issue I have with Total Expert is that they have not identified a way for deduplication processes to work across incoming data from multiple sources. The first name, last name, and email is not enough. We are working to fix this but it has not been easy. Review collected by and hosted on G2.com.

Total Expert is great at keeping my potential client engaged and interested. Some times it can be tough to keep up with everyone you've talked through during a given week, but Total Expert makes it possible. Review collected by and hosted on G2.com.

To me I don't see any downsides. Total expert has significantly helped to increase my conversion and contact rate Review collected by and hosted on G2.com.

I love the built in Marketing materials and easy to use interface. Our Customer Relations rep has been amazing as well! Review collected by and hosted on G2.com.

I wish there was updated training offered as new features were released. Our training at implementation was amazing! but it falls off after that :( Review collected by and hosted on G2.com.

What isn't helpful with Total Expert. I appreciate that I know that the things I used to pay very little attention to are now all managed/handled by TE. HAPPY! Review collected by and hosted on G2.com.

The only thing I dislike is the fact that I don't have enough time in the day to fully educate myself on all of the features offered by Total Expert which I hope to soon Review collected by and hosted on G2.com.

Total Expert allows us to communicate with our membership directly and strategically motivate our members towards products and services that will benefit them directly. No more generic emails to large groups. Precise communication is key. Review collected by and hosted on G2.com.

We have not found anything yet that we feel is a barrier to our success. Review collected by and hosted on G2.com.

I love how many features are built into the platform, eliminating the need for having as many technologies. From housing social media content to creating reports that help determine ROI, it's easy to have all the functionality you need as a marketing admin. Review collected by and hosted on G2.com.

Total Expert is such a robust platform it can sometimes be overwhelming for salespeople to navigate, learn, and understand. However, there are helpful resources such as a chat bot, help center, and walkthrough videos which can aid that - when they use it. Additionally, customization is always key so it would be great to have more dynamic fields within the collateral they provide - this is a feature they have on many pieces but would love to see that continue to grow. Review collected by and hosted on G2.com.

I love the ease of use and how in-depth total expert is. They have made it incredibly easy to communicate with clients through journies and email marketing. I also enjoy that we are able to send out print pieces directly through the system. With their seamless integration with LQB, our users are able to have quickly updated profiles. Review collected by and hosted on G2.com.

Training users can take time due to how robust the platform is and the assist team is not always helpful. Review collected by and hosted on G2.com.

Total Expert's platform is highly innovative. The technology is seamless and easy to use. Their efforts are constantly evolving to support all business units within financial services. Review collected by and hosted on G2.com.

I do not dislike anything about the platform. Review collected by and hosted on G2.com.