Sold by: Total Expert
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.
4.5
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
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Delivery method
Deployed on AWS
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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.
Pricing
Pricing is based on the duration and terms of your contract 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.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Seat | 50 Users ($125/user/mo) | $75,000.00 |
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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.
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Customer reviews
Ron R.
User-Friendly Marketing Suite with Room for More Landing Page Options
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
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.
What do you dislike about the product?
I'd like more landing page options to direct prospective customers to when prospecting. The ability to offer free information. Then the customer goes to a landing page to request. I get contact information and they are sent the pdf.
What problems is the product solving and how is that benefiting you?
I use Total Expert for creating marketing flyers, social media posts, and follow-ups. It's pretty easy to maneuver through the different options.
Chris M.
Automated Emails and Versatile Content Options Make It a Standout
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
Automated emails to customers. Plenty of options for content to send my customers
What do you dislike about the product?
Maybe too many options! That could be s good thing for dome. Navigating the options is sometimes difficult for me.
What problems is the product solving and how is that benefiting you?
It helps me keep in front of my customers
Financial Services
Great Marketing Resources, But Takes Time to Learn
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
Variety of marketing materials built out by our marketing team.
What do you dislike about the product?
Not very intuitive. It has taken a while to learn the process to publish marketing materials.
What problems is the product solving and how is that benefiting you?
Creates the ability to touch multiple affinity partners within a few minutes.
Ryan S.
Automated Emails Make Marketing and Loan Updates Effortless
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
Automated emails for marketing and loan process updates
What do you dislike about the product?
Hard to navigate back like on an internet browser when you want to go back to the previous page you often have to start what you were doing over
What problems is the product solving and how is that benefiting you?
Staying in touch with my sphere, that solves part of the issue of staying top of mind
Gerald S.
Total Expert Transforms Marketing with Seamless Integration and Personalization
Reviewed on Nov 12, 2025
Review provided by G2
What do you like best about the product?
I like how easily Total Expert centralizes customer information and it is a single platform where we integrate all date from marketing and sales.
The tool automates all our marketing campaigns and we get actionable insights which makes it easy to personalize customer journey and better experience.
The tool has made it possible to promote growth, customer loyalty and more revenue for our business.
I like the way it transform and streamlines our marketing by ensuring we customize campaigns to meet specific segment of customers.
The tool automates all our marketing campaigns and we get actionable insights which makes it easy to personalize customer journey and better experience.
The tool has made it possible to promote growth, customer loyalty and more revenue for our business.
I like the way it transform and streamlines our marketing by ensuring we customize campaigns to meet specific segment of customers.
What do you dislike about the product?
Total Expert is the real deal and never fails. It has moved our marketing to new levels and we've better customer experiences.
What problems is the product solving and how is that benefiting you?
It comes with amazing marketing and market campaign automation features. In addition we have used it to better customer experiences thanks to the amazing CRM features it offers.