Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Environmental Health and Safety (EHS)

Meeting Management

Procurement

VoIP

Enterprise

Accounting

Expense Management

Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Cost Management

Cloud Storage

Component Content Management

Converged Network Adapters (CNAs)

Data Center Infrastructure Management

Data Observability

Data Pipeline

Extended Detection and Response (XDR)

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Managed Print

Network Performance Monitoring

Password Management System

Release Management

Remote Support

Session Border Controllers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Creative Collaboration

Direct Mail Automation

Email Marketing

Gamification

Intent Data

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Multichannel Retail

Presales

Sales Intelligence

Sales

Certificate Lifecycle Management

Security

Architecture

Commercial Drone

Construction Accounting

Hotel Management

Loan Servicing

Oil and Gas

Public Sector Software

Telemedicine

Vendor Neutral Archive (VNA)

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

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Zinnia SmartOffice

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DealCloud

Intapp

FT Amplify

Financial Times

CRMnext

CRMNEXT (Acidaes Solutions)

### CRM Integration
Users generally praise Total Expert for its robust CRM integration capabilities. The platform's ability to unite multiple systems and integrations in one place for CRM purposes has garnered positive feedback. While some users find the learning curve steep, they acknowledge that the comprehensive CRM tools and integration options provided by Total Expert are well worth the initial investment of time and effort. Additionally, users appreciate the platform's continuous efforts to enhance integrations and configurations based on user needs, showcasing a commitment to improving the overall CRM experience.

### Customer Relationship Management
Users consistently praise Total Expert for its robust customer relationship management capabilities. The platform's ability to provide a holistic view of customers and facilitate personalized communication has garnered positive feedback. Customers appreciate the ease of staying in touch with clients, managing interactions, and customizing experiences for individual loan officers. Total Expert's focus on enhancing customer relationships and seeking feedback for continuous improvement has resonated well with users. The platform's features for automating communication, tracking customer interactions, and ensuring timely follow-ups have been highlighted as key strengths by reviewers.

### Contact Management
User feedback on Total Expert's contact management functionality is varied. While some users appreciate the centralized system for managing contacts and finding lead opportunities, others express concerns about the lack of admin control over group/contact management. Issues such as difficulties in uploading contacts and encountering duplicates have been reported, impacting the overall user experience. Despite some positive aspects like the ability to create print and email marketing easily, there are areas for improvement highlighted by users, such as the need for better contact visibility and streamlined contact management processes.

### Marketing Automation
Users consistently highlight Total Expert's marketing automation as a standout feature, praising its efficiency and ease of use. The platform's automation tools, including automated communications and campaign management, are commended for streamlining marketing processes and empowering loan officers to drive their marketing initiatives effectively. Despite some minor issues with the email builder, users appreciate the platform's continuous updates and enhancements, ensuring a smooth experience for executing marketing strategies. The integration of social tools for automation and engagement further adds value to Total Expert's marketing automation capabilities, making it a preferred choice for businesses looking to optimize their marketing efforts.

### Email Marketing
The reviews indicate that users find Total Expert's email marketing capabilities to be a strong asset, with many praising the ease of creating and sending email content. While some users have noted minor quirks and limitations with the email builder, overall, the platform seems to offer a comprehensive solution for managing email campaigns effectively. Users appreciate the integration of email marketing with other marketing channels within Total Expert, highlighting its ability to streamline multi-channel marketing efforts. Despite a few concerns about bugs and template options, the general sentiment leans towards Total Expert's email marketing functionality being a valuable tool for businesses looking to enhance their marketing strategies.

### Campaign Management
User feedback on Total Expert's campaign management functionality is largely positive, with many highlighting the platform's ability to automate and enhance marketing campaigns. Users appreciate the ease of managing multiple accounts and the variety of features available for creating and executing email campaigns, automated campaigns, and social media posts. The integration functions are also well-received, enabling users to reach contacts and groups efficiently. While some users mention a lack of CRM tools for maintaining customer satisfaction, the overall consensus is that Total Expert's campaign management capabilities contribute significantly to boosting profitability and attracting potential customers effectively.

### Social Media Marketing
Users consistently highlight Total Expert's social media marketing features as a key strength of the platform. They appreciate the ease of scheduling and sharing content across various social media channels. However, some users have expressed concerns about the complexity and time-consuming nature of creating social media posts within the system. Despite these challenges, the majority of users find value in the platform's ability to streamline social media marketing efforts and enhance their overall marketing strategies.

### Digital Marketing Strategies
Users consistently praise Total Expert for its advanced digital marketing strategies, highlighting the efficiency, automation, and comprehensive tools available for digital, social, email, and print marketing. The platform's ability to streamline processes, enhance digital presence, and provide resources for creating engaging marketing materials has garnered positive feedback from users. The automation features, time-saving capabilities, and integrated tools for managing various marketing channels have been particularly well-received, showcasing Total Expert's strength in digital marketing strategies.

### Marketing Material Development
User feedback on Total Expert's marketing material development capabilities is a mixed bag. While some users appreciate the platform's features for organizing and sharing marketing materials, others express frustration with the lack of support and customization options. The print marketing tools receive both praise and criticism, with some users finding the design lacking and the content not regularly updated. Despite the platform's user-friendly interface and automation benefits, there are concerns about the complexity of permissions for creating co-branded materials and the need for more intuitive editing tools for flyers.

### Lead Management
Users generally appreciate Total Expert's lead management capabilities. The platform's lead tracking and management features are highlighted as effective tools for staying engaged with potential customers and realtors. While some users mention limitations in design control for lead capture apps, the overall sentiment leans towards Total Expert being a valuable asset for automating lead follow-up and maintaining consistent touchpoints with leads. Users find the centralized system for managing contacts and identifying lead opportunities to be a key benefit of Total Expert. However, there are some concerns raised by advanced CRM users regarding contact organization and reporting functionalities. Despite these challenges, Total Expert is recognized as a comprehensive tool for lead management in the banking and mortgage industry.

### Sales Team Enhancement
Users have expressed mixed opinions regarding Total Expert's sales team enhancement capabilities. While some users find the platform's sales team enhancement features to be intuitive and beneficial for their sales processes, others have highlighted challenges with the user interface, stating that it requires significant time and practice to master. Despite these varying perspectives, Total Expert's sales team enhancement functionality remains a key aspect of the platform that users continue to explore and utilize for their sales and lead management needs.

### Customer Engagement Techniques
Users consistently highlight Total Expert's customer engagement techniques as a standout feature, with many praising its ability to drive increased engagement and create meaningful interactions with customers. The platform's focus on industry-specific data and applications tailored to the financial services sector is particularly appreciated, enabling teams to collaborate effectively and deliver targeted marketing strategies throughout the customer lifecycle. Additionally, users value the wealth of engagement resources available to administrators, underscoring Total Expert's commitment to facilitating strong customer relationships and enhancing overall engagement efforts.

### Financial Services Marketing
Users consistently highlight Total Expert's financial services marketing capabilities as a standout feature of the platform. The tool is commended for its ability to streamline marketing efforts within the financial sector, providing tailored solutions for banking, mortgage, and credit organizations. Reviewers appreciate the platform's focus on industry-specific data and applications, enabling a cohesive and targeted approach to marketing campaigns. Total Expert's emphasis on enhancing customer relationships and driving growth through effective financial services marketing strategies is well-received by users, positioning it as a valuable asset for businesses in the financial services industry.

### Real Estate Marketing
User feedback regarding Total Expert's real estate marketing capabilities is generally positive. The platform's focus on the mortgage and real estate verticals has been well-received, with users appreciating features like single property websites, lead capture apps, and co-marketing tools with realtors. The ability to create attractive web and print content, store contact data efficiently, and collaborate with real estate partners easily has garnered praise from users. However, some users have expressed minor concerns about the dynamic updating of single property sites and the lack of customization options for forms and landing pages. Despite these minor drawbacks, Total Expert remains a favored choice for those in the real estate industry looking for comprehensive marketing solutions tailored to their specific needs.

### Compliance and Regulation
Users consistently highlight Total Expert's compliance and regulation capabilities as a standout feature of the platform. The system's ability to streamline processes and ensure adherence to industry regulations has garnered positive feedback from users across various teams. Total Expert's focus on compliance readiness and real-time audits has been particularly lauded for enabling quick and reliable decision-making. Additionally, the platform's emphasis on breaking down data silos and providing a comprehensive view of customers has been instrumental in enhancing compliance efforts and optimizing business operations.

Based on user reviews, the following recommendations emerge for Total Expert:

- It is important to understand the platform before implementation and to train the sales force.
- Attend a webinar or request a demo to gain a better understanding of Total Expert.
- A strong admin team and marketing team are recommended for successful implementation.
- Total Expert surpasses other CRM platforms in expertise according to users.
- Be clear about goals and open to ideas when using Total Expert.
- Use Total Expert as both a CRM and marketing platform to reduce integration needs.
- Have a dedicated person or team to manage the CRM for better utilization and ROI.
- CRM experience and a dedicated 'expert' on the Total Expert team are emphasized by users.
- Automation and basic CRM functionality, as well as rich marketing, have great potential in Total Expert.
- Set up a strong internal team and strategy for success with Total Expert.
- Consider additional features and integrations to enhance the experience with Total Expert.
- Total Expert is recommended as the ideal platform for the mortgage/loan industry.
- Total Expert is recommended for mortgage or banking CRM needs due to its pre-built verbiage and custom feature capabilities.
- Try the product before making a purchase decision.
- Commit a significant amount of time each day to utilize the system and integrate users effectively.
- Total Expert is recommended for any organization in need of a Mortgage Marketing CRM solution.
- Follow Total Expert's best practices for optimal results.
- Attend a conference related to Total Expert to gain further insights.
- Take initiative with the Loan Officer to avoid delays in implementation and deployment of Total Expert.
- Explore integration alternatives with CRM tools or implement internal solutions to maintain customer contact effectively.
- Total Expert is considered an optimal marketing tool for any company or finance business due to its ease of implementation, stability, and resources for growth. 
- For real estate, banking, and credit organizations, Total Expert's powerful tools make it highly recommended, although it may not be suitable for small businesses due to its high cost.
- Total Expert is praised as a powerful all-in-one platform for marketing, sales, CRM, and co-marketing with great automation capabilities.
- Document conversations and have a dedicated team of admins for a successful rollout, along with ongoing training for the sales field.
- Total Expert is mentioned as a free CRM option when working with the right loan company.

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.

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Total Expert

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Total Expert is a wonderful tool we have to offer to our select Real Estate Agent partners. If you are a Real Estate Professional interested in learning more about this tool and others like it that we offer, please feel free to reach out at 916-560-1230

Total Expert Demo

Total Expert Showcase   High Level Demo

Likelihood to Recommend

Move Fast & Innovate with Total Expert

Attracting and delighting customers is a vital part of the growth engine for financial services organizations. Yet the complexity of today’s marketing environment is as complex as the regulatory environment in which financial brands operate. Effective, modern marketing strategy requires modern, nimble technology designed to navigate across lines of business or with co-marketing partners.

The Total Expert Marketing Operating System gives your organization a centralized platform to manage your brand at an enterprise level. You gain greater oversight and audit-ready compliance, fueling fast, confident decisions.

Want more from Total Expert?
Follow us on LinkedIn - https://www.linkedin.com/company/total-expert/
Visit our site - www.totalexpert.com

8x8 Contact Center

Microsoft Teams

Follow Up Boss

Mortgage Loan Originator

Total Expert 2023-10-27 12:29:06

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Financial Services CRM Systems

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).

Database
Customer Service is pretty good
Mass emailing

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

Database
Scheduled marketing
Integration with Encompass

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

8x8 Contact Center, Microsoft Teams, Encompass

Total Expert

Overview

What is Total Expert?