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They Are the Expert... Totally
What do you like best about the product?
The team at Total Expert is built on a wide breadth of experts on everything from analytics to automation and even support. I appreciate their ability to not only provide me with what they believe is the best path but are also interested in listening to ideas that could enhance their processes and products as well.
I can't shout out to the world enough about how creating a UI that is easy to use for the end user and Total Expert does it regularly!
I can't shout out to the world enough about how creating a UI that is easy to use for the end user and Total Expert does it regularly!
What do you dislike about the product?
I believe that Total Expert is a good business partner, but to become a great partner there needs to be more ebb and flow to what the platform is capable of doing versus what it could become.
What problems is the product solving and how is that benefiting you?
Follow up, follow up, follow up...
Why do loan officers lose deals? Because they are too busy to forget about their pipeline. Total Expert makes it easy to be top of mind constantly!
Why do loan officers lose deals? Because they are too busy to forget about their pipeline. Total Expert makes it easy to be top of mind constantly!
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VP Home Loans
What do you like best about the product?
Ease of use and intiative nagivation. The team is very client centric and is always available to deliver amazing customer service
What do you dislike about the product?
Nothing that I can think of at this point
What problems is the product solving and how is that benefiting you?
Keeping in touch with past clients and proactive marketing to Real Estate agents
Total Expert takes CRM further
What do you like best about the product?
I love the built in Marketing materials and easy to use interface. Our Customer Relations rep has been amazing as well!
What do you dislike about the product?
I wish there was updated training offered as new features were released. Our training at implementation was amazing! but it falls off after that :(
What problems is the product solving and how is that benefiting you?
Total Expert is helping us keep in touch with past customer through automation and expand our customers product base through cross selling and reporting.
Amazing Data Software Solution
What do you like best about the product?
Total Expert allows us to communicate with our membership directly and strategically motivate our members towards products and services that will benefit them directly. No more generic emails to large groups. Precise communication is key.
What do you dislike about the product?
We have not found anything yet that we feel is a barrier to our success.
What problems is the product solving and how is that benefiting you?
As we target members with offers, TE allows us to see our results and modify our message if there is a lack of interaction.
Innovative technology with exceptional support
What do you like best about the product?
Total Expert's platform is highly innovative. The technology is seamless and easy to use. Their efforts are constantly evolving to support all business units within financial services.
What do you dislike about the product?
I do not dislike anything about the platform.
What problems is the product solving and how is that benefiting you?
The platform allows us to leverage marketing solutions with out the need of involving our entire marketing dept. We are able to move when the market moves and ensure our message is relevant.
TE gives LOs everything they need to market to their clientele in one modern, clean & simple tool.
What do you like best about the product?
Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library of content support pieces, they have anything one can possibly think of. Job aides, webinars, interactive walk throughs. This allows our loan officers to learn the tool on their own & feel confident using the platform.
What do you dislike about the product?
There isnt anything i'd say we dislike about using Total Expert. One thing that may be nice to have in the future though, may be more enhancements & innovations on the 'email builder" side fo things.
What problems is the product solving and how is that benefiting you?
Total Expert allows us to market to all of our memebers belonging to our credit union as well as any potential leads our loan officers are working with. From, campaigns, to email, & flyers. Everything we need is at our fingertips. Not to mention the customer intelligence side of things which is a super underrated tool that helps our loan officers immensely.
Total Expert - Game Changer
What do you like best about the product?
Total Expert is great at keeping my potential client engaged and interested. Some times it can be tough to keep up with everyone you've talked through during a given week, but Total Expert makes it possible.
What do you dislike about the product?
To me I don't see any downsides. Total expert has significantly helped to increase my conversion and contact rate
What problems is the product solving and how is that benefiting you?
It's helping me bridge the gap in my communication/marketing to potential clients, particularly the ones who I have not yet been able to get in contact with. By getting/keeping them engaged, this helps to increase both my contact rate and conversion. This results in more pre-approvals and refinance loans.
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
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.
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