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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

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    Features and programs

    Vendor Insights

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    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

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    Contact us for more information on refunds

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    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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    Ratings and reviews

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    120 external reviews
    External reviews are sourced from G2  and are not included in the star rating for this product.
    Hope F.

    A Reliable CRM

    Reviewed on Oct 25, 2024
    Review provided by G2
    What do you like best about the product?
    Our team has been using Total Expert for 7 years, and overall, it has been a solid tool for managing our mortgage marketing communications. It provides many essential features we need to track leads, manage client/realtor communication, and keep everything organized in one place. The user interface is intuitive enough that new users can get up to speed relatively quickly, which has been a huge plus.
    What do you dislike about the product?
    Customer support is generally helpful, but response times can sometimes be slow when researching issues. While the platform works well for day-to-day tasks, it occasionally experiences delays in updates, which can disrupt communications at critical moments.
    What problems is the product solving and how is that benefiting you?
    Total Expert helps us organize customer data, manage and nuture leads, communication automation, and mange content.
    Financial Services

    Staying Relevant

    Reviewed on Jul 24, 2024
    Review provided by G2
    What do you like best about the product?
    Total Expert is great at staying on top of customer needs and delivering solutions. Our CSM and the TAM team is extremely helpful and explain why or how something works so you understand the full picture. They have added some upgrades that helps to streamline solutions for our Loan Originators.
    What do you dislike about the product?
    Sometimes it takes longer for the release of upgrades to the platform. While they are great at getting the ball rolling, the true release date tends to be a while from the annoucement of the feature.
    What problems is the product solving and how is that benefiting you?
    Total Expert helps us deliever automated messages to keep customers in the loop and engaged while our Loan Originators create meaningful relationships in person.
    Financial Services

    Total Expert has helped maximize our LOs marketing efforts!

    Reviewed on Jul 24, 2024
    Review provided by G2
    What do you like best about the product?
    Total Expert support and our CSM are encouraging, provide new ideas for solutions, and are responsive to any questions or concerns we have.
    What do you dislike about the product?
    Some functions aren't the most user friendly for our LOs or they run into ideas that they are unable to execute. Ex: not being able to save emails and come back to.
    What problems is the product solving and how is that benefiting you?
    Automation, social media posting with their integration of social media accounts and the web marketing feature.
    Financial Services

    Total expert Review

    Reviewed on Jun 30, 2024
    Review provided by G2
    What do you like best about the product?
    The support is unmatched. They are always willing to hop on a call and help out when needed. Having a dedicated CSM that holds weekly or bi weekly calls helps us stay on track with our goals. The use of automation is also very easy to build out and help is always available if needed.
    What do you dislike about the product?
    The speed of the platform can be improved during peak email send times I.e. holidays, etc.

    During those times, emails take a long time to process which isn't helpful for timely emails.
    What problems is the product solving and how is that benefiting you?
    We were looking for a CRM that provided next level comarketing capabilities and the ability to provide automation to follow the customer from the beginning of the journey to the end and then help us retain them for future business.
    Financial Services

    Total Expert is easy to use and offers great marketing tools

    Reviewed on Apr 29, 2024
    Review provided by G2
    What do you like best about the product?
    Total Expert offers great marketing tools that make sending emails, tracking open rates, and offering social media options to our loans officers easy. We use Campaign Builder a lot and like the capabilities that journeys offer as well. The also offer great customer support through a CSM as well as tech support online.
    What do you dislike about the product?
    We find the least helpful feature has been the print marketing materials. The printing options provided have not been, in the past, the best value for our team. We can print items much cheaper by using our local printers.
    What problems is the product solving and how is that benefiting you?
    I don't use Total Expert to solve a lot of business problems. I use it primarily as a marketing tool that I manage and implement for our loan officers.
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