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Total Expert Reviews & Product Details - Page 7

Total Expert Overview

What is Total Expert?

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone, in any market. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange.

Total Expert Details
Product Website
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Product Description

Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.


Seller Details
Company Website
Year Founded
2012
HQ Location
St. Louis Park, Minnesota
Twitter
@TotalExpertInc
1,383 Twitter followers
LinkedIn® Page
www.linkedin.com
265 employees on LinkedIn®
Description

Total Expert is the purpose-built customer engagement platform trusted by more than
00 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.


RS
Overview Provided by:

Recent Total Expert Reviews

AJ
Alex J.Mid-Market (51-1000 emp.)
3.5 out of 5
"Solid CRM product"
Our CSM is wonderful! He's super helpful and always a pleasure to work with. I like the TE content emails and the co-marketing partner features.
TH
Tiffany H.Mid-Market (51-1000 emp.)
4.5 out of 5
"Best Full Circle CRM"
Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction...
David C.
DC
David C.Mid-Market (51-1000 emp.)
4.5 out of 5
"Great Tools for Mortgage Industry Marketing Team"
The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at thier own discretion.
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Total Expert Security
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Total Expert Media

Total Expert Demo - Dashboard View
Dashboard View in Total Expert
Total Expert Demo - Journey Creator
Deliver the right message through the right channel at the right time in your customers’ financial journey with intelligent automation.
Total Expert Demo - Focused View
Generate prioritized contact lists automatically based on business goals, enabling loan officers and relationship managers to have more efficient and meaningful conversations.
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Video Reviews

134 Total Expert Reviews

4.5 out of 5
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134 Total Expert Reviews
4.5 out of 5
134 Total Expert Reviews
4.5 out of 5

Total Expert Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Total ExpertQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
SR
Brand Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Total Expert?

Total Expert is a wonderful CRM system that encompasses all of the necessary tools for one to succeed with their business. It's very user-friendly and easy to navigate. The tools are so easily accessible and make it so mainstream. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

There are a few things I would change, but very minor like the image library not being able to select multiple to remove. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Solving some template problems on our end to make things more efficient for our loan officers and the benefits are that each loan officer stays on top of their clients with little to no work. Review collected by and hosted on G2.com.

Vall P.
VP
Head Product Developer at Otis Oat Milk
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

It’s really easy to use tool, you can easily get in touch with your agents and It’s help me alot. I don’t use different type of tools when i have TOTAL EXPERT. It is giving me good experience. The best thing i love about is Customization. I mean in every perspective i am loving to use it. Through this tool i can get in touch with my clients in seconds. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Although i am satisfy by it, but still i have little complaints as user, if having an issue then support system does lack sometimws which make me frustrated, i am sure Total EXPERT would be looking into it but still they have to solve it as soon as possible. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

It’s totally amazing and i own it, mark my words It’s gonna lead the market in their own category. I will also say, it’s a huge system it takes your bit more time and brain to understand, but once you’ll understand it will not gonna disappoint you. Review collected by and hosted on G2.com.

Verified User in Banking
UB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Total Expert?

Everything is within one system and their team has great ideas. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Their flyer portal ("manage marketing tab) is archaic and cumbersome. Like I said, they have great ideas and sold us on those but it gets frustrating that those ideas take a really long time to be put into action. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Working as a platform for our Loan Officers to keep client records which enables digital marketing, survey requests, and provides a portal for us to keep flyers for branding/cobranding. Review collected by and hosted on G2.com.

Christine O.
CO
Assistant Vice President
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review
(Original )Information
What do you like best about Total Expert?

Their commitment to our success. We hold shared values as an organization. The importance of relationship building and ongoing support. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Have no experienced downfalls. Even if there may be something that could use enhancing, Total Expert is committed to development and listening to their customers. Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

Set yourself up for success hav e a strong internal team and strategy of what your expectations are. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Being more intentional and consistent with customer communications and interactions. With such a heavy digital focus, still giving the best possible personal experience. Review collected by and hosted on G2.com.

Randy D.
RD
Director of Marketing
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Total Expert?

One of the reasons I like Total Expert is you can dive in and keep things simple or get really complex depending on your needs. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Because of its complexity, you sometime don't know where to start or where to find a resource that explains your question. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

We are using TE to automate communications at key milestones with our customers. TE has allowed us to address our problems and helped us when we have a roadblock. Review collected by and hosted on G2.com.

Dawn D.
DD
Sports Anchor
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Total Expert?

The very best parts of Total Expert involve the customer experience. It's a flexible design that is consistent and easier to navigate. I appreciate that they are constantly innovating. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Some of their roll outs are a bit slower than I would like. Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

Be very clear about your goals and be open to ideas. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

End to end customer experiences are what we are trying to solve for the next 36 months. Gathering clean first party data and using that data to elevate true brand experiences is one goal. Building brand trust through valued and relevant communication is another. Review collected by and hosted on G2.com.

Verified User in Financial Services
IF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

This solution has very attractive web and print content. It also is a great place to store contact data for both customers and business partners. Finally, the ability to create collateral and co-market it with a realtor in only a few clicks is great! Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

There are a ton of options on this platform and it was not always clear where to go to find things. Luckily, we had WalkMe on this for our company and leveraged this to learn how to get around. Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

Use this for both a CRM and a Marketing platform. This will help reduce the integration need between a CRM (like Salesforce) and Total Expert, which can be a bit difficult to integrate. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Sending EDDM postcards, marketing email journeys, setting up property listing sites that are co-branded with a realtor, and sending mailers to current and past customers. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Total Expert?

Specific to the mortgage vertical so the company focuses on mortgage originators which is very helpful. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Requests for Total Expert to turn around are very slowly honored if at all. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Creates a centralized system to have all your contacts in place that you want to market to and find lead opportunities for. Review collected by and hosted on G2.com.

Tara S.
TS
Mortgage Marketing Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Total Expert?

The ease of this robust system and continued efforts to improve. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

The implementation and engagement from users other than marketing is somewhat challenging for late adopters. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Deploying personalized marketing with a few touches of a button. This system has saved us countless design hours. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Total Expert?

The email builder is so close to being a great tool but the bugs need to be fixed, LOVE Single Property Sites Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Lots of buggy issues, primarily with the email builder. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Asset sharing, CRM maintenance. a fairly user friendly environment for Loan Officers! Review collected by and hosted on G2.com.