Total Expert

Customer Relationship Management (CRM) Software · Minnesota, United States · 293 Employees

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About

Headquarters

1600 Utica Ave S, Minneapolis, Minnesota, 55416...

Phone Number

(800) 830-9085

Website

www.totalexpert.com

Revenue

$61.5 Million

Industry

Customer Relationship Management (CRM) Software

Software Development & Design

Software

Most Recent Scoops

Jan 3 2024

Left Company

Oct 26 2023

New Hire

Total Expert has announced that Josh Jabs has joined the organization as Chief Technology Officer. Previously Jabs served as Chief Technology Officer for Calabrio.

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Highlights

$75.5M

Total Funding Amount

$52M

Most Recent Funding Amount

Number of Funding Rounds

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Who is 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.Read more

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Popular SearchesTotal Expert IncTotal ExpertTotal Expert LLCDH Charles Engineering IncTotal Expert lSIC Code 73,737NAICS Code 51,513Show more

Total Expert Org Chart

Joe Welu

Chief Executive Officer & Founder

Phone

John Emerick

Chief Financial Officer

Phone

Josh Jabs

Chief Technology Officer

Phone

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Total Expert Employee Growth Rate

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Total Expert Tech Stack

A closer look at the technologies used by Total Expert

Facebook Web Custom Audiences

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Most Recent Scoops

Jan 3 2024

Left Company

Oct 31 2023

Partnership

Partnership, Product Management

Oct 26 2023

New Hire

Total Expert has announced that Josh Jabs has joined the organization as Chief Technology Officer. Previously Jabs served as Chief Technology Officer for Calabrio.

Mar 27 2023

New Hire

Executive Move

Total Expert has announced that Anthony Barbone has joined the organization as Chief Revenue Officer. Previously, Barbone served as Chief Revenue Officer for Talkdesk.

Mar 24 2023

Open Position

Total Expert is currently seeking a Product Manager. (United States)

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Total Expert News & Media

Total Expert’s Customer Intelligence Adds Automatic Contact Record Enrichment of Intent Signals to Help Loan Officers Engage Customers
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the FinServ leader in customer engagement software, has added automatic life milestone updates to contact records to enrich the interactions customer-facing teams have with their clients. The updated customer profile fields will allow financial institutions to use future intent indicators to identify life milestone opportunities in their database—like getting married or starting a family. The constant enhancements to customer profiles using Life Event
Aug 21, 2024
www.businesswire.com
Total Expert Launches Partner Marketplace Enabling Financial Services Customers to Implement a Custom MarTech Stack with Best-in-Class Providers
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, a leader in customer engagement software for financial institutions, today announced the launch of the Total Expert Partner Marketplace (Marketplace)—a central hub for banks, lenders, and insurance marketing teams to build out their MarTech stack with a curated set of best-of-breed solutions from Total Expert partners. The Marketplace gives Total Expert customers unparalleled access—directly within the Total Expert platform—to innovative MarTech solut
Jun 27, 2024
www.businesswire.com
Total Expert Expands Customer Intelligence Solution to Include Consumer Life Event Data
Total Expert expands Customer Intelligence solution with Life Event data, empowering FIs to engage at moments that matter and maximize customer lifetime value. MINNEAPOLIS, MN, UNITED STATES, March 7, 2024 /⁨EINPresswire.com⁩/ -- Total Expert, the leading …
Mar 7, 2024
www.einpresswire.com
One Year Since Launching Customer Intelligence, Total Expert Introduces Powerful New Credit Improvement and Equity Solutions for Financial Institutions
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that help organizations drive growth and create customers for life in any market. With this new release, Total Expert’s Customer Intelligence delivers equity and credit improvement insights that enrich customer profiles and provide a deeper understanding of each customer’s financial milestones and intent. “Our team continues to innovate q
Nov 8, 2023
www.businesswire.com
Total Expert Joins AWS ISV Accelerate Program
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced it has joined the Amazon Web Services (AWS) Independent Software Vendor (ISV) Accelerate program, a program for AWS Partners who provide software solutions that run on or integrate with AWS, dedicated to the global business development of partners. This program deepens Total Expert's relationship with AWS, underscoring a shared commitment to delivering va
Oct 31, 2023
www.businesswire.com

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Frequently Asked Questions Regarding Total Expert

Where is Total Expert located?

Total Expert's headquarters are located at 1600 Utica Ave S, Minneapolis, Minnesota, 55416, United States

What is Total Expert's phone number?

Total Expert's phone number is (800) 830-9085

What is Total Expert's official website?

Total Expert's official website is www.totalexpert.com

What is Total Expert's Revenue?

Total Expert's revenue is $61.5 Million

What is Total Expert's SIC code?

Total Expert's SIC: 73,737

What is Total Expert's NAICS code?

Total Expert's NAICS: 51,513

How many employees does Total Expert have?

Total Expert has 293 employees

What industry does Total Expert belong to?

Total Expert is in the industry of: Customer Relationship Management (CRM) Software, Software Development & Design, Software

What is Total Expert competition?

Total Expert top competitors include: Dispatch Technologies, MediaMath, Blend, Narvar

What technology does Total Expert use?

Some of the popular technologies that Total Expert uses are: Facebook Web Custom Audiences, WooCommerce, Google Remarketing, WordPress.org

Who is the CEO of Total Expert?

Total Expert's CEO is Joe Welu

Who is the CFO of Total Expert?

Total Expert's CFO is John Emerick

Who is the CTO of Total Expert?

Total Expert's CTO is Josh Jabs

How do I contact Total Expert?

Total Expert contact info: Phone number: (800) 830-9085 Website: www.totalexpert.com

What does Total Expert do?

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

What are Total Expert social media links?

Total Expert Linkedin page Total Expert Twitter page Total Expert Facebook page

How much funding has Total Expert raised to date?

Total Expert has raised $75.5 Million in 4 funding rounds

When was the last funding round for Total Expert?

Total Expert closed its last funding round on Oct 24, 2019 with the amount of $52 Million

Who invested in Total Expert?

Total Expert has 7 investors including Emergence Capital Partners, Arthur Ventures, Rally Ventures and Arthur Ventures.

Is Total Expert a public company?

Total Expert is private company therefore does not currently have an official ticker symbol

See more information about Total Expert

Total Expert Latest Hires and Their Positions

Total Expert is expanding and recently hired new employees. Here are the latest additions to the team.

Luci Goertzen

Senior Quality Assurance Analyst

Joined Jun 10, 2024

Phone

Alec Guy

Product Manager

Joined Apr 2, 2024

Phone

Nigel Shaw

Sales Development Representative

Joined Apr 1, 2024

Phone

Brian Tosti

Senior Manager, Communications

Joined Mar 1, 2024

Phone

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