#1 most frequent
United States of America
89.7%148 installations of 165
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
Videos
Who Buys & Uses Total Expert
#2 most frequent
France
2.4%4 installations of 165
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
2.4%4 installations of 165
Total Expert is a great CRM
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