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Total Expert

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133 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
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Total Expert Reviews

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GC
Gerald C.
01/19/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

The platform is unusable and unreliable; technical support...terrible - UPDATE 1/19/24: - Progress

We have one individual on the TAM team who is wonderful. She meets with us regularly, is highly knowledgeable, and is extremely reliable. She is by far one of the best support specialists I have ever worked with. However, she receives no support from her product development or technical support teams. UPDATE 1/19/24: While implementation took more than a year, we are now up and running, and Total Expert's Management and Executive teams appear to be listening and working diligently to ensure the system is running smoothly and effectively. I'm able to meet with the same TAM specialists on a regular basis and she continues to be a tremendous help in ensuring our journeys are running as they should while helping us create new journeys. These journeys are proving to be a big help to both our operations and retail teams in automating customer communications. Total Expert also gives our marketing team access to data that we typically had to request from our Data team, which now frees up a lot of their time as well. We are finally beginning to see the benefits of automated communications, as the platform is finally working as it should.
Samuel C.
SC
Samuel C.
A CRM Specialist that is here to support, innovate, and work my way to the top.
01/11/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

They Are the Expert... Totally

The team at Total Expert is built on a wide breadth of experts on everything from analytics to automation and even support. I appreciate their ability to not only provide me with what they believe is the best path but are also interested in listening to ideas that could enhance their processes and products as well. I can't shout out to the world enough about how creating a UI that is easy to use for the end user and Total Expert does it regularly!
JE
Jonathan E.
11/06/2023
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review

VP Home Loans

Ease of use and intiative nagivation. The team is very client centric and is always available to deliver amazing customer service

About

Contact

HQ Location:
St. Louis Park, Minnesota

Social

@TotalExpertInc

What is Total Expert?

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.

Details

Year Founded
2012