Total Expert, Inc.

About Total Expert, Inc.

Total Expert provides a customer engagement platform purpose-built for banks, credit unions, mortgage lenders, and other financial services organizations. The cloud software unifies data, marketing, and sales processes to deliver compliant, personalized communications across email, SMS, direct mail, and digital advertising channels. Features include journey automation, lead management, co-marketing portals, real-time alerts, and analytics that track pipeline performance and regulatory adherence. Founded in 2012 and headquartered in Minneapolis, the company serves more than 200 financial institutions and over 200,000 users.