Certifications
Be Confident, not Constrained
Total Expert is committed to flawless data security. We deploy best-in-class technologies and processes to safeguard all your information—whether it’s in transit, in use, or at rest.
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features
Industry standards come standard
Industry standards come standard
Our security approach
Our approach to security is informed heavily by the NIST Cybersecurity Framework, AWS Well-Architected Framework, and other relevant and widely recognized industry standards. In addition, Total Expert is American Institute of CPAs (AICPA) SOC2 compliant, which means the design and operating effectiveness of our controls meet their rigorous standards.
Complete control over data access
Leverage your single sign-on (SSO) provider to enforce enterprise-specific policies and simplify the login process for your users, while maintaining the additional security of multi-factor authentication (MFA). These identity systems allow you to manage precise privileges and control access to your organizational data, so users are only given the access they need to do their job.
Continuous monitoring of authorized sessions
We leverage adaptive authentication technologies to ensure the identity of authorized users. This includes key security considerations like device reputation, user location, IP address, and user behavior. We also monitor every session to make sure users only access data that matches their privileges—and to ensure sessions aren’t hijacked via man-in-the-middle attacks.
Shared responsibility model
Total Expert provides you with the tools and support you need to ensure that all users engage in appropriate and compliant use of our platform. As a customer, you have everything you need to coach users and ensure they are protecting customer data in your day-to-day operations. Total Expert and its technology partners assume full responsibility for the security of the platform itself. This Shared Responsibility model is built on best practices refined over years of deployment.
Beyond digital: 24/7 physical security
Total Expert partners with Amazon Web Services (AWS) as our infrastructure provider. This means your data is hosted in U.S.-based data centers that feature 24/7 physical security. These data centers are protected with best-in-class security systems that carry SOC2 and ISO certifications—so your data is just as safe on the ground as it is in the cloud.
SECURITY TOOLS
Tested, trusted data security
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
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Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
Customer Success
Simplify compliance management in the Total Expert platform
Customer stories
“A streamlined CRM with a bright future.”
Jordan B.
CRM Specialist II
“Top Customer Experience & Integration CRM.”
Mikala S.
Origination Support & Product Specialist Manager
“The GOLD standard in mortgage CRM and marketing platform.”
Scott K.
Vice President of Marketing and Business Development
“Total Expert changes the marketing game.”
Erica P.
Chief Credit of Policy
“TE knocks it out of the park.”
Jelaire G.
Founder
“The WINS I’ve seen and had with Total Expert!”
Cole C.
Marketing Supervisor
MARKETING AUTOMATION
Connect customers with the content they need, when they need it
Make every interaction impactful through customized, multichannel campaigns and personalized journeys that combine digital and human touchpoints—all tailored to that customer’s financial needs and goals.
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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