Sold by: Total Expert
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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Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
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 |
Dimensions summary
This listing uses one pricing dimension: a per-seat subscription. You buy access for 50 users, and each user is billed monthly. Pricing scales with the number of seats, so your cost rises as you add users to the platform. There are no separate tiers, instance sizes, or usage-based add-ons in this listing. The single seat-based rate covers access to the financial services customer engagement platform for each licensed user.
Top-of-mind questions for buyers
A seat is one licensed user account on the platform. This listing includes 50 user accounts, and you are billed per user each month. Each person who needs access, such as a loan officer or relationship manager, requires their own seat.
Pricing is charged per user per month, so your bill scales with the seat count. Adding users raises your monthly cost by the per-user rate for each added seat. There are no separate tiers or usage-based add-ons in this listing.
Yes. The single per-user monthly rate gives each licensed user access to the customer engagement platform. This covers customer intelligence, segmentation and journeys, outbound campaigns, and nurture programs. No feature is billed as a separate dimension in this listing.
totalexpert.com
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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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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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Customer reviews
Christy M.
Great Co-Branded Marketing and Accountability, with Room to Improve
Reviewed on Oct 29, 2026
Review provided by G2
What do you like best about the product?
I like that Total Expert helps me stay accountable with reminders and automatically sends emails to my realtor partners and clients. I can see ideas to share with my realtor partners, keep birthdays in the system and send birthday announcements, and set posts to go out to clients. I also like creating flyers and co-branding them with my realtor partners. I can add their photo and marketing information, include my information and a QR code, and make marketing pieces that help us look unified as a team.
What do you dislike about the product?
I sometimes find it hard to navigate Total Expert and find things, and some of the marketing isn’t quite updated. The reminders don’t give me a clear picture of what I’m following up with people for; they just say there’s a new lead to follow up with them.
What problems is the product solving and how is that benefiting you?
Total Expert helps me stay accountable and on top of my clients and realtor partners. It gives me reminders and automatically sends emails to them.
Jennifer J.
Easy Flyer Pulls and Automated Emails That Save Time
Reviewed on Oct 29, 2026
Review provided by G2
What do you like best about the product?
The ease of pulling the flyer's and the automated emails.
What do you dislike about the product?
I wish there was a way for it to "catch" duplicate borrowers so it doesn't send emails about finishing applications, etc.
What problems is the product solving and how is that benefiting you?
I love the automated emails especially to our realtors with updates on our files. It saves so much time on the phone.
Financial Services
All-in-One Features, But Too Complicated to Use Smoothly
Reviewed on Oct 29, 2026
Review provided by G2
What do you like best about the product?
Everything in one software, such as print, social or email.
What do you dislike about the product?
Too complicated - users are in twice, that kind of thing.
What problems is the product solving and how is that benefiting you?
I can't say that it is solving any problems.
Jeff W.
Effortlessly Easy to Use with Powerful Multi-Functionality
Reviewed on Oct 27, 2026
Review provided by G2
What do you like best about the product?
The ease of use and the multi-functionality.
What do you dislike about the product?
Honestly, nothing. It is a great tool in helping me manage my database.
What problems is the product solving and how is that benefiting you?
It allows me to automate the process of staying in touch with my past clients.
Banking
Set-It-and-Forget-It Lead Tracking That Keeps Follow-Ups on Track
Reviewed on Oct 26, 2026
Review provided by G2
What do you like best about the product?
I love the set it and forget it option. great for tracking leads and post closing follow ups.
What do you dislike about the product?
when I want to dial in to a certain type of group, it can be cumbersome to pull the data I'm looking for
What problems is the product solving and how is that benefiting you?
the texting option is a great addition.