Workflow Management
Increase Productivity and Speed to Market
Take the administrative load off your customer-facing teams with purpose-built tools that gather and house customer data, surface high-priority opportunities, populate follow-up tasks, and streamline approval routing—so your team can focus on developing and deepening relationships.
Schedule a demo
features
Your workflows should keep things flowing
Remove the hassles, headaches, and roadblocks from your internal processes so you can spend less time battling administrative chaos and more time engaging your customers.
Manage leads and contacts from one platform
Purpose-built customer engagement platform
Access everything you need to know about your contacts without juggling applications or jumping between tabs—so you can spend your time engaging customers instead of hunting through your database.
Dynamic dashboards
See, sort, and segment contacts based on omnichannel engagements, foundational data, and contact history.
One-click communication
Trigger multichannel messaging, create follow-up reminders, and track tasks without switching apps or juggling tabs.
360-degree customer view
Create holistic customer profiles
Leverage 70+ integrations to take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.
Customer Intelligence & data insights
Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.
Personalized communication strategies
Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.
Reporting & dashboards
Pre-built dashboards
View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.
Dynamic campaign reporting
Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.
Data-driven strategies
Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.
features
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
360-Degree Customer View
Pull together data from your entire tech stack to create complete customer profiles so you can initiate the next best discussion or present the more relevant product for each customer’s financial journey.
Engage SMS
Stay connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements.
Dynamic Journeys
Utilize intelligent Journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regualtory compliance.
Always-On Nurture Programs
Set up non-intrusive campaigns that help develop relationships with prospects by staying connected and in front of customers even if they don’t have an immediate need for your products.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
Schedule a demo
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.
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.
Learn more
See Total Expert
in action
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo