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Total Expert
Financial Software · Minnesota, United States · 180 Employees
Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across thecustomer 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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Total Expert Company Metrics
$75.5M
Total Funding Amount
$52M
Most Recent Funding Amount
4
Number of Funding Rounds
Top Companies in United States
Top 10 companies in United States by revenue
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Total Expert News & Media
Total Expert Introduces the Next Generation of Customer Intelligence
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced new capabilities that enable users to drive growth and create customers for life in any market. Total Expert’s next-generation Customer Intelligence solution provides financial institutions with the most relevant insights to understand customer needs, deliver personalized messaging, and drive the next best action throughout their financial journey. SinceLake Michigan Credit Union Adopts Total Expert to Fuel Member Engagement and Drive Marketing Visibility
MINNEAPOLIS--(BUSINESS WIRE)--Lake Michigan Credit Union (LMCU), a top five mortgage credit union headquartered in western Michigan, has partnered with Total Expert to help drive personalized engagement to their more than 568,000 members. By leveraging Total Expert’s purpose-built engagement platform, LMCU will be able to tap into intent data to serve up robust educational and product offerings to their members at the precise moment. With over 120 loan officers to support, LMCU needed a solutioTotal Expert Earns 2023 Top Workplace Award by Star Tribune
MINNEAPOLIS--(BUSINESS WIRE)--Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, has been awarded a Top Workplaces 2023 honor by the Star Tribune. The list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage, LLC, a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution, aTotal Expert Announces Customer Expy Award Winners at 2023 Accelerate Conference
CORONADO, Calif.--(BUSINESS WIRE)-- #Accelerate2023--Total Expert, the customer engagement platform purpose-built for modern financial institutions, today announced the winners of the 2023 Expy Awards, recognizing industry trailblazers who are reimagining the customer journey. Founded in 2021, the Expy Awards recognize Total Expert customers for their achievements and utilization of the platform to the highest extent. Winners are chosen for their ability to drive growth by creating programs that
Frequently Asked Questions regarding Total Expert
Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions. 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 lo... Read More