Total Expert

Score9.8 out of 10

2 Reviews and Ratings

What is Total Expert?

Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial services firms who must integrate industry specific data and applications to deliver a cohesive customer experience across the customer lifecycle.

Categories & Use Cases

Financial Services CRM

John Geanakos View profile

Mortgage Loan Originator in Sales at PRMG (1001-5000 employees employees)

Use Cases and Deployment Scope

I use Total Expert as a database for clients, and current and potential partners. I also use Total Expert for mass marketing to potential clients and realtors... and to also send specific content that is based on organization of said borrowers and third party referral partners (realtors, past clients, etc).

Pros

Database
Customer Service is pretty good
Mass emailing

Cons

To create co-branded material without having to have realtor opt-in first
Home flyers are difficult to use. List reports is much easier

Most Important Features

Database
Scheduled marketing
Integration with Encompass

Return on Investment

Increased engagement with prospects
Increased engagement with realtors
Increased reach with realtors and clients

Alternatives Considered

Follow Up Boss

Other Software Used

8x8 Contact Center, Microsoft Teams, Encompass