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)
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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
Kaitlin J.
Total Expert: Passionate Team, Powerful CRM
Reviewed on Nov 06, 2025
Review provided by G2
What do you like best about the product?
I am truly impressed with Total Expert as it serves as an incredible hub, not only functioning effectively as a CRM for our mortgage company but also as a powerful data center and automation tool. I am particularly fond of the passion within the Total Expert organization. Interacting with various team members within their various divisions has consistently shown me that everyone is extremely driven and dedicated not only to their direct clients but also to their clients' clients, specifically the borrowers in the mortgage industry. This commitment is reassuring and inspiring. Additionally, Total Expert's integration capabilities are commendable; I use them effectively with Optimal Blue and Encompass, among others. The ability to seamlessly incorporate these tools enhances my workflows significantly. The initial setup of Total Expert was pretty easy, thanks to the excellent support provided by our customer service manager and the startup team. This ease of implementation and the ongoing support make it a standout choice for our needs in print marketing, email marketing, and customer journeys.
What do you dislike about the product?
I would love to see some enhancements in Total Expert, particularly some upgrades and additions that are currently in development. These include the AI sales assistant, customer intelligence insights, and the upcoming data hub. This data hub would allow us to configure and create our own unique reports using AI within the system and that is something we desperately need to leverage our analytics and subsequent workflows. I’m also interested in more plug-and-play and WYSIWYG options within the platform, like creating customized rate quote flyers in house, instead of utilizing the content team. Plus, these would offer ease of use in email building as well as the lead capture apps/lead magnet capabilities
What problems is the product solving and how is that benefiting you?
I use Total Expert as hub, effectively serving as a CRM, data center, and automation tool for print and email marketing, enhancing our mortgage business operations.