SALES PRODUCTIVITY
Redefine Sales & Marketing Collaboration
Unite your internal teams with an all-in-one customer engagement platform that fosters communication, increases collaboration, and drives better outcomes for your customers.
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CREATE BETTER OUTCOMES
Proven results for lenders, banks, and credit unions
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features
Maximize productivity and streamline customer engagement
Prioritized leads
Stop playing cold-call roulette
Identify the leads and customers that your teams should engage with first to increase conversions, improve customer relationships, and maximize productivity across your organization.
Increase conversions
Build a customized dashboard to help streamline engagement and follow-ups.
Surface opportunities
Identify critical leads, build call lists, and connect when it matters most.
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360-degree customer view
Who, what, where—it's all there
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.
Holistic profiles
Dynamic data insights help you better understand customer needs and goals.
Contact segmentation
Increase the impact of every engagement and provide timely, relevant communications.
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Engage SMS
Convenient, compliant conversations at your fingertips
Engage SMS keeps you 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 personalization
Deepen your relationships by delivering timely, relevant messages that reflect your customers’ financial needs and goals.
More responses
Conversational, two-way SMS gets your message across with up to 98% open rates and 45% response rates.*
*https://www.gartner.com/en/marketing/insights/articles/tap-into-the-marketing-power-of-sms
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Lead management
Capture, route, and convert more leads
View and manage all of your leads in a single dashboard to quickly pull up and sort profile data, segment, review engagement history, and prioritize leads to increase conversions.
Consolidated views
See, sort, and segment contacts based on foundational data and financial activity.
Prioritized engagements
Take the guesswork out of your daily routine and connect with leads who are ready to convert.
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Co-Marketing
Drive more referrals from professional relationships
Tap into your professional network to create engaging co-marketing assets with built-in compliance that expose your brand and products to new audiences.
Co-branded assets
Use pre-built templates or customize them to fit the needs of your referral relationships.
Performance tracking
Real-time dashboards and reporting help keep your co-marketing efforts running smoothly.
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Workflow Management
Eliminate approval bottlenecks
Get the right stakeholders involved at the right time to increase visibility, maintain efficiency, keep projects moving on time and within budget.
Centralized experience
Deliver messages, create follow-up tasks, and track deals without switching apps or juggling tabs.
Reporting & dashboards
Evaluate and adjust channels, audiences, and campaigns in real time to maximize performance.
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Dashboard & Pipeline Views
Show and tell, then take action
Access in-depth performance insights to understand what’s working, identify gaps, and make informed, data-driven decisions that better support your teams and your business.
Pre-built dashboards
Harness data to quickly identify opportunities, address gaps, and mobilize your teams toward goals.
Contact-level data
Give your customer-facing teams the insight they need to provide consistent, personalized experiences.
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AI Sales Assistant
Conversational AI Engagement for Modern Lending Teams
Access in-depth performance insights to understand what’s working, identify gaps, and make informed, data-driven decisions that better support your teams and your business.
Always on, always engaged
Your AI Sales Assistant never misses an opportunity to recognize borrower intent and help move conversation forward.
Safe, secure, and compliant
Each AI Sales Assistant is trained on the latest industry regulations and fully encrypts data to prevent security breaches.
Coachable, customizable, and conversational
Tailor your AI sales assistant to match your brand and continuously improve with every interaction.
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MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
INDUSTRIES WE SERVE
Purpose-built for modern financial institutions
Total Expert isn’t just a one-size-fits-all CRM. It’s an intelligent automation and engagement platform designed to help lenders, banks, and credit unions deepen relationships and drive growth in any market.
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Mortgage Lending
See how Total Expert helps lenders and loan officers identify opportunities, boost engagement, and win customers for life.
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Banking
Deliver the right mix of human and digital touch points and optimize every phase of the customer journey.
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Credit Unions
See how Total Expert empowers credit unions to serve and support their members throughout their financial journeys.
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Insurance
Learn how Total Expert enables insurers to create trusting relationships that grow along with customers' insurance needs.
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in action
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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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