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    Total Expert

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    Vendor Insights
    Total Expert is the leading fintech software company that delivers customer engagement platform for modern financial institutions. Total Expert 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, insurance brokers, and other financial services firms.

    Overview

    Total Expert offers the only purpose-built, customer engagement platform designed for modern banks, lenders, credit unions, insurance brokers, and other financial services firms. We empower financial institutions to deliver the perfect mix of human and digital engagement. With our intelligent automation engine, it is easy to deepen relationships with each customer.

    Highlights

    • Purpose Built Customer Engagement Platform
    • Intelligent Marketing Automation
    • Compliance for Financial Services

    Details

    Delivery method

    Features and programs

    Vendor Insights

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    Financing for AWS Marketplace purchases

    AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
    Financing for AWS Marketplace purchases

    Pricing

    Pricing is based on contract duration. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.

    12-month contract (1)

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    Dimension
    Description
    Cost/12 months
    Seat
    50 Users ($125/user/mo)
    $75,000.00

    Vendor refund policy

    Contact us for more information on refunds

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    Usage information

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    Delivery details

    Software as a Service (SaaS)

    SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.

    Support

    Vendor support

    AWS infrastructure support

    AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.

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    Ratings and reviews

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    133 external reviews
    External reviews are sourced from G2  and are not included in the star rating for this product.
    Alex J.

    Solid CRM product

    Reviewed on Feb 19, 2025
    Review provided by G2
    What do you like best about the product?
    Our CSM is wonderful! He's super helpful and always a pleasure to work with.

    I like the TE content emails and the co-marketing partner features.
    What do you dislike about the product?
    Some aspects of the platform aren't the most user friendly. And it isn't super customizable - it would be great if we could change the Daily Digest email and content on lead capture apps.
    What problems is the product solving and how is that benefiting you?
    Many of our users are not comfortable with technology or have time to manage it - TE allows us to manage on their behalf and create automations so they don't have to worry about anything.
    Tiffany H.

    Best Full Circle CRM

    Reviewed on Feb 18, 2025
    Review provided by G2
    What do you like best about the product?
    Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams.
    What do you dislike about the product?
    Reporting is still an aspect that could use some improvement.
    What problems is the product solving and how is that benefiting you?
    Data Management, Marketing Automation, Marketing Library.
    Financial Services

    Great Platform

    Reviewed on Feb 13, 2025
    Review provided by G2
    What do you like best about the product?
    ease of use setting up automation and LO UI.
    What do you dislike about the product?
    email/sms opt in/out cant add back accidental opt outs. sms opt in difficulty.
    What problems is the product solving and how is that benefiting you?
    Company provided CRm with automation, sms, marketing platform and databse
    Cole C.

    The WINS i've seen and had with TotalExpert.

    Reviewed on Feb 11, 2025
    Review provided by G2
    What do you like best about the product?
    The journey bulilding is top notch and the easiest i've ever used. I'd also like to shoutout all the representatives that work with everyone. I use this platform every day and when I have questions the response is always same day. I also love how easy the import and campaign builders are. This was one of the first implimentation and integration that I was a part of and it was a breeze!
    What do you dislike about the product?
    The only thing I would like for TotalExpert to include is an easier way to look at report results. For example, when I send a campaign I wish I could easily click to see who didnt open the email, so I can easily target them for a second go around. I know a work around would be to build a journey, but we use multiple small campains within a month and it would be great to easily see reports of contacts who have and have not interacted with an email.
    What problems is the product solving and how is that benefiting you?
    Again, the journey building is a breeze and I love how easy it is to build a journey as well as have all the pre-built journeys too. Another favorite feature is the automatic connection with our Core.
    Brian M.

    Senior VP, Director of Sales and Marketing

    Reviewed on Jan 20, 2025
    Review provided by G2
    What do you like best about the product?
    Total Expert is a true marketing operating system. Total Expert puts real time information in front of mortgage loan officers that helps them grow and develop thier business!
    What do you dislike about the product?
    At times, some integrations are not as robust as TE and third parties tout.
    What problems is the product solving and how is that benefiting you?
    Total Expert allows us to automate our communication with our current and past clients as well as seemlessly communicate and update them.
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