Total Expert

Total Expert is a fintech software company that built the first enterprise-grade experience platform purpose-built for the modern financial institutions. The platform enables customer-facing teams (sales), marketing, and compliance to work together seamlessly to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike traditional CRM systems and marketing tools that were built to serve multiple industries, Total Expert focuses on the unique needs of financial services organizations who must integrate industry-specific data and applications to deliver a cohesive customer experience across the entire customer lifecycle.