TOTAL EXPERT IN AWS MARKETPLACE
The Purpose-Built Customer Engagement Platform
Deliver the perfect customer journey across every financial milestone with intelligent automation and data insights that fuel personalized communications.
Find Total Expert in AWS Marketplace


How It works
Total Expert + AWS
Total Expert and AWS joint customers shorten their path to ROI, increase their speed to market for Total Expert solutions, reduce implementation costs via existing AWS commitments, and enjoy consistent compliance and governance practices managed through AWS.
BENEFITS FOR AWS CUSTOMERS
More ROI. Less DIY.
Cost Savings
Streamline the procurement process, speed up legal contract reviews, and reduce due diligence costs by purchasing Total Expert directly through the AWS Marketplace.
Economies of Scale
Leverage your existing AWS spend to receive pricing perks and additional future discounts for working with AWS-listed companies.
Governance and Compliance
Simplify risk assessments by compiling necessary security and compliance information in a unified dashboard with AWS Vendor Insights.
Time to Market
Total Expert and AWS did the hard work for you. As an approved AWS Marketplace vendor, you’ll be able to access the Total Expert platform faster thanks to an efficient due diligence and procurement process.
BETTER OUTCOMES
Proven results for banks and lenders
2x
Retention rate
Reach loan retention rates of more than 60% (compared to the 18% industry average).
3x
Relationship growth rate
Personalized cross-sell campaigns help sell new products to existing customers within the first 6 months.
2x+
Increase in pipeline
Get 100% more conversions and 20% more closed loans with Customer Intelligence + Journeys, compared to other alerts and campaigns.
Total Expert Featured on the AWS Marketplace Blog
We connected with the AWS Marketplace team to talk about connected technology ecosystems, how SaaS platforms help drive loyalty and growth, and how AWS customers can implement Total Expert faster and more affordably.

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Don’t leave your unspent AWS allocation on the table
Complete the form to see if your organization has an unspent AWS allocation that you can use to supercharge your tech stack and accelerate your path to implementation by procuring Total Expert through the AWS Marketplace.
Partners
Purpose-built partnerships that deliver impact
Total Expert partners with over 70 leading finacial services organization and technology providers to help our customers build the tech stack they need to drive growth and build relationships.
Meet our partners

EXPERT PARTNER NETWORK
Transformational Mortgage Solutions
Transformational Mortgage Solutions (TMS) is a management consulting firm that provides a full range of advisory services to owners and “C-Level” executives of mortgage lenders of all sizes. This includes banks, credit unions, independent mortgage bankers as well as companies that provide financing, technology solutions or other services to mortgage lenders. TMS’s advisory services are provided via consulting, executive coaching and communications.

EXPERT PARTNER NETWORK
The Mortgage Collaborative
The Mortgage Collaborative is a growing member network comprised of independent mortgage banking companies, banks, credit unions, and mortgage service providers all working together to improve their business and the mortgage industry.

EXPERT PARTNER NETWORK
The Client Cube
The Client Cube is a full-service marketing, branding, staffing, and advertising agency. They provide mortgage lenders, financial services, and real estate clients with industry-specific services including CRM administration, tech stack development, technology implementation, copywriting, content creation, graphic design, animated video production, loan officer sales training and support, social media content creation, brand refresh, and more.
EXPERT PARTNER NETWORK
Stratmor
STRATMOR is the most trusted consulting firm in the mortgage industry, providing candid, date-driven advice that drives positive change in their clients’ organizations.

EXPERT PARTNER NETWORK
NAFCU
NAFCU is a direct membership association for federally insured credit unions. They are committed to representing, assisting, educating, and informing their members to help them grow. NAFCU focuses on strengthening credit unions by providing the best federal advocacy, education, and compliance assistance in the industry.
BECOME A PARTNER
Help us transform the relationships between financial institutions and the people they serve
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Learn how you can get your platform in front of Total Expert’s tech-savvy customers and help them create a more complete technology solution.
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