Total Expert
Customer Engagement Platforms · Minnesota, United States · 201-500 Employees
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Overview
Headquarters
1600 Utica Ave S, Minneapolis, Minnesota...Phone Number
(800) 830-9085Website
www.totalexpert.comRevenue
$61.5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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About Total Expert
Total Expert delivers purpose-built CRM and data-driven customer engagement solutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.Explore more
Total Expert Org Chart
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2014
Angel/Seed
$500K
2016
Series A
$3M
2018
Series B
$20M
2019
Series C
$52M
Total Expert Tech Stack
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Total Expert News & Media
Total Expert Launches Empower LOS Integration
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the FinServ leader in customer engagement software, today announced the launch of its two-way integration with the Empower® loan origination system (LOS) from Dark Matter Technologies. This integration allows lenders to effectively use real-time loan information from both solutions to serve and connect with their customers. The integration automatically transfers new leads, contact details, updates, and more from Total Expert into the Empower LOS, eliTotal Expert and The Baldwin Group Partner at the 2025 Medicarians Conference to Reimagine Medicare Marketing
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the FinServ leader in consumer engagement software, and The Baldwin Group, a leading insurance brokerage firm, are joining forces to showcase compliant marketing automation solutions at the 2025 Medicarians Conference. The conference will take place in Las Vegas from March 31 to April 2, 2025. Through this collaboration, Total Expert and The Baldwin Group will provide Medicare agents with tools to create comprehensive member engagement Journeys that aTotal Expert Adds Enriched Mortgage Rate Data to Boost Customer Engagements
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the FinServ leader in customer engagement software, today announced its 2025 Winter Platform Release, introducing Rate Enrichment Data as the latest enhancement to its Customer Intelligence solution. This innovation expands Total Expert’s interest rate-driven capabilities into customer contact records, giving lenders increased transparency into their customer database to create more personalized recommendations based on their current mortgage rate. ToTotal Expert Names Pete Karns as Chief Product Officer | Region | eagletribune.com
MINNEAPOLIS--(BUSINESS WIRE)--Feb 12, 2025--
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Total Expert delivers purpose-built CRM and data-driven customer engagement solutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credi... Read More
