Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals.
Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.
Total Expert started in mortgage lending. In the last decade, the have leveraged their considerable experience in mortgage help other financial institutions as well. Today they serve:
- Mortgage lenders
- Wealth management firms
- Credit unions
In addition to financial education and omnichannel communications, Total Expert uses a proprietary automation platform. Consequently, marketing, sales, compliance, and consumer experience are made easy, intuitive, consistent.