Expert Content
A Library of Content at Your Command
Develop deeper relationships with every interaction by giving your team immediate access to content that’s created by industry experts and proven to drive more impact and meaningful engagements with customers and leads.
OFFERINGS & CAPABILITIES
Award-winning services at your service
Accelerate your time to value and give your customers the personalized experience they deserve with the help of our award-winning industry experts.
Campaigns
- Campaign build/testing
- Campaign consulting
- Campaign analysis
- Recommendations on additional best practices
Content Functionality Analysis
- Library organization
- Library optimization
- Branding analysis
- New content creation
Integration Support
- Additional integrations
- Net new data sources (in existing integration)
- API consulting
- Tech stack conversions
- Data mapping review & optimization
System Assessments
Settings and Functionality Analysis
End User/Admin Training
Features
Pre-built content templates at your fingertips
Always know Optimize engagement across the entire customer journey your next move
CONTENT CATALOG
Build a scalable content catalog
Expert Content is pre-built content—developed by industry pros—that you can use to build a dynamic content library that addresses the most relevant topics, challenges, and opportunities for your business—and your customers.
Authentic engagements
Combine your content with Customer Intelligence and data insights to create personalized messages for every interaction.
Tools for every team
Equip your sales, marketing, and support teams with content that’s pre-approved by leadership and compliance so they can engage and respond faster and more effectively.
OMNICHANNEL DISTRIBUTION
The right message for every channel
Distribute your content across landing pages, emails, social media, and print to beat your competitors to market.
Create seamless experiences
Meet customers wherever they are in their financial journeys and provide a consistent experience from one channel to the next.
Build your brand
Customize content to align with your brand messaging and organizational goals—all while staying compliant with regulatory requirements.
CO-MARKETING PROGRAMS
Drive more referrals with custom collateral
Deliver co-branded marketing collateral to support real estate partnerships through direct mail, print, digital, and social media campaigns.
Compliant, pre-approved templates
Pick one of our templates to build out co-marketing content—dynamic footers included—while allowing our platform to track RESPA compliance to the pixel.
Generate more referrals
Elevate your partnerships with content that simplifies promotions and gives you more time to build relationships and drive better business outcomes.
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.
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
services
Dedicated services to deliver value from day one
Unite your internal teams with an all-in-one customer engagement platform that fosters communication, increases collaboration, and drives better outcomes for your customers.
Professional Services Offerings
Stay one step ahead of the industry by tapping into our team’s decades of financial and technology experience.
Onboarding
Our team of industry experts will guide you through a hassle-free platform implementation.
Support
Connect with our tech support team to ensure that the Total Expert platform continues to support your business goals.
Industries we serve
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