Total Expert

The purpose-built customer engagement platform trusted by more than 200 financial enterprises

About

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone, in any market. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange.

Features

Automated Alerts and Tasks

Automated Email Responses

Basic Reporting

Building and Personalizing Emails

CRM Lead Integration

Data Quality Management

Dynamic Content

Landing Pages and Forms

Lead Nurturing

Manage Email Deliverability

Marketing Lead Database

Mobile Optimized

Sending Outbound Emails

Social Sharing

User, Role, and Access Management

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