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Total Expert
150 reviews
- 1 profiles
- 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Total Expert Reviews
RR
Ron R.
User-Friendly Marketing Suite with Room for More Landing Page Options
I like how Total Expert makes it pretty easy to maneuver through the different options. The initial setup was very easy. The marketing tools, such as marketing flyers and social media posts, are what I use the most. I do like the site.
CM
Chris M.
Automated Emails and Versatile Content Options Make It a Standout
Automated emails to customers. Plenty of options for content to send my customers
UF
Verified User in Financial Services
Great Marketing Resources, But Takes Time to Learn
Variety of marketing materials built out by our marketing team.
About
What is Total Expert?
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.
Details
Year Founded
2012
Website
totalexpert.comHunting for software insights?
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