Total Expert is a comprehensive marketing and customer engagement platform primarily designed for financial institutions like banks, lenders, and credit unions. It uniquely combines marketing automation, CRM, and compliance management into a single, integrated solution. The platform excels in personalizing customer interactions, utilizing data-driven insights to tailor marketing campaigns and communications. A standout feature is its journey-based marketing approach, which aligns messaging with each stage of the customer's financial journey, enhancing engagement and loyalty. Total Expert also ensures compliance with industry regulations, an essential aspect for financial entities. Its user-friendly interface, combined with powerful analytics, empowers financial professionals to optimize their customer outreach, streamline operations, and maintain regulatory compliance, all within one dynamic ecosystem.
Total Expert Claim
Purpose-Built Customer Engagement Platform
Total Expert
2012
United States
101-500
Email
Drip Campaigns
