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Total expert is a great way to expand your network and show great customer service
What do you like best about the product?
I enjoy giving my clients the best customer support possible and being able to have free marketing
What do you dislike about the product?
I do not know if I have any complaints about it yet.
What problems is the product solving and how is that benefiting you?
being able to market myself with out having to do anything
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Total Expert is five-star!
What do you like best about the product?
What isn't helpful with Total Expert. I appreciate that I know that the things I used to pay very little attention too is now all managed/handled by TE. HAPPY!
What do you dislike about the product?
The only thing I dislike is the fact that I don't have enough time in the day to fully eduacte myself on all of the features offered by Total Expert which I hope to soon
What problems is the product solving and how is that benefiting you?
It keeps in touch with my clients for birthdays, credit inquires, equity increase, allows me to schedule emails & has increased my overall productivity on a daily basis.
The platform is unusable and unreliable; technical support...terrible - UPDATE 1/19/24: - Progress
What do you like best about the product?
We have one individual on the TAM team who is wonderful. She meets with us regularly, is highly knowledgeable, and is extremely reliable. She is by far one of the best support specialists I have ever worked with. However, she receives no support from her product development or technical support teams.
UPDATE 1/19/24: While implementation took more than a year, we are now up and running, and Total Expert's Management and Executive teams appear to be listening and working diligently to ensure the system is running smoothly and effectively. I'm able to meet with the same TAM specialists on a regular basis and she continues to be a tremendous help in ensuring our journeys are running as they should while helping us create new journeys. These journeys are proving to be a big help to both our operations and retail teams in automating customer communications. Total Expert also gives our marketing team access to data that we typically had to request from our Data team, which now frees up a lot of their time as well. We are finally beginning to see the benefits of automated communications, as the platform is finally working as it should.
UPDATE 1/19/24: While implementation took more than a year, we are now up and running, and Total Expert's Management and Executive teams appear to be listening and working diligently to ensure the system is running smoothly and effectively. I'm able to meet with the same TAM specialists on a regular basis and she continues to be a tremendous help in ensuring our journeys are running as they should while helping us create new journeys. These journeys are proving to be a big help to both our operations and retail teams in automating customer communications. Total Expert also gives our marketing team access to data that we typically had to request from our Data team, which now frees up a lot of their time as well. We are finally beginning to see the benefits of automated communications, as the platform is finally working as it should.
What do you dislike about the product?
The entire system is essentially broken. We pulled a customer list today and compared it to a list pulled from our core and the data did not match up at all. When the TAM specialist and I originally discovered the issue and notified the technical support team, we received numerous emails stating that the issue was fixed. But it never was. Today, the tech support person actually acknowledged that there is an issue, but I'm not confident they will follow up or have the issue resolved any time soon. This is just one example of a myriad of issues we've experienced. The amount of time that I have wasted and the amount of resources our bank has dumped into this platform makes me sick to my stomach. It's been nearly two years, and the platform is completely unreliable and essentially broken. The amount of time that I have invested is sickening. It's embarrassing and makes myself and my entire department look bad.
UPDATE 1/19/24: Because of the myriad of past issues, developing trust and confidence in the system has been difficult. Our operations, retail, and marketing teams are still leery of the system, but since we've been up and running, there have only been a couple of minor issues that Total Expert has since addressed. We're still unsure of how the Total Expert Management/Executive teams plan to address the previous issues with implementation and technical errors and how they plan to "make the situation right," but we hope to have a resolution soon.
UPDATE 1/19/24: Because of the myriad of past issues, developing trust and confidence in the system has been difficult. Our operations, retail, and marketing teams are still leery of the system, but since we've been up and running, there have only been a couple of minor issues that Total Expert has since addressed. We're still unsure of how the Total Expert Management/Executive teams plan to address the previous issues with implementation and technical errors and how they plan to "make the situation right," but we hope to have a resolution soon.
What problems is the product solving and how is that benefiting you?
It is creating additional problems for me. Because the platform is broken and unreliable, and I'm constantly spending time trying to fix it, it serves as no benefit for me.
UPDATE 1/19/24: The system is proving to be a big time-saver in automating customer communications. We're able to automate overdraft communications that now save our Operations team 1-2 hours a day in manual customer outreach, Dormant account journeys that save our retail staff time in customer outreach, and onboarding journeys that automate retail communications to new account holders. In addition, it allows our marketing teams to pull customer data that we typically needed our Data teams to pull, saving them a great deal of time as well.
UPDATE 1/19/24: The system is proving to be a big time-saver in automating customer communications. We're able to automate overdraft communications that now save our Operations team 1-2 hours a day in manual customer outreach, Dormant account journeys that save our retail staff time in customer outreach, and onboarding journeys that automate retail communications to new account holders. In addition, it allows our marketing teams to pull customer data that we typically needed our Data teams to pull, saving them a great deal of time as well.
Great product and Support.
What do you like best about the product?
It provides a solution to leverage your entire database and creates cross sell opportunities throughtout the bank. If we waited for core to develop something it would take years to do what we can with TE.
What do you dislike about the product?
The major issue I have with Total Expert is that theyt have not identified a way for de dup processes to work across incoming data from multiple sources. The first name, last name and email is not enough. We are working to fix this but has not been easy.
What problems is the product solving and how is that benefiting you?
Total Expert helps us solve the data collection and cross sell functionality that was lacking in our organization. It makes it easy for end users to visualize their pipeline and assign them tasks for thier contacts. TE also helps us automate touchpoints and saves our team hours.
An almost complete marketing tool!
What do you like best about the product?
The most helpful aspect of Total Expert is the ability to have all your content easily accessible in one spot for our loan officers to use and access!
What do you dislike about the product?
The ability to sort content and organize it is not user-friendly and can become hard to de-clutter when looking to clean up our content.
What problems is the product solving and how is that benefiting you?
Total Expert gives our team an easy way to access posts, emails, and contact information for our Loan Officers. It solves the gap between finding content, and creating new content for users on their own.
Increases adoption of marketing materials immensely!
What do you like best about the product?
I love how many features are built into the platform, eliminating the need for having as many technologies. From housing social media content to creating reports that help determine ROI, it's easy to have all the functionality you need as a marketing admin.
What do you dislike about the product?
Total Expert is such a robust platform it can sometimes be overwhelming for salespeople to navigate, learn, and understand. However, there are helpful resources such as a chat bot, help center, and walkthrough videos which can aid that - when they use it. Additionally, customization is always key so it would be great to have more dynamic fields within the collateral they provide - this is a feature they have on many pieces but would love to see that continue to grow.
What problems is the product solving and how is that benefiting you?
Total Expert is helping us increase adoption with salespeople leveraging the content we provide. It also aids us in ensuring that they keep their contact data clean and organized. Additionally, it allows us to act on their behalf when needed with their admin functionality.
You Should Use Total Expert as your CRM
What do you like best about the product?
Ease of use, automation, thorough information and reporting.
What do you dislike about the product?
No downside. You must take the time to learn all that it can do for you.
What problems is the product solving and how is that benefiting you?
Automated email campaigns. Creating flyers.
Very thorough CWRM
What do you like best about the product?
The ability to market in several different ways via several mediums.
Great marketing pieces and the ability to share these with business partners.
Great marketing pieces and the ability to share these with business partners.
What do you dislike about the product?
A large CRM with a lot of tools.
It takes time to learn, but well worth it.
It takes time to learn, but well worth it.
What problems is the product solving and how is that benefiting you?
Effective CRM with a large database of marketing materials and several mediums to share this information with clients and business partners.
Total Expert has numerous marketing tools for streamlined communications.
What do you like best about the product?
I like scheduling social media for MLOs in it. Also organizing their marketing materials in the platform.
What do you dislike about the product?
Sometimes customization can get tricky as well as making sure groups are all correct. I'm still learning about creating journeys. They do have IM for customer service to help with that.
What problems is the product solving and how is that benefiting you?
For the mortgage side, it is solving the problem of staying top of mind with current customers and potential customers as well as realtors with co-marketing partnership.
TE is a robust platform and great tool for the mortgage industry!
What do you like best about the product?
I love the print marketing, social media sharing/scheduling, email marketing and organization features and tools.
What do you dislike about the product?
I love the journey feature but find the initial setup to be a little confusing and time-consuming.
What problems is the product solving and how is that benefiting you?
Keeping database up-to-date, informed and organized!
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