TOTAL EXPERT
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to create customers or members for life by re-humanizing complex financial decisions. The company's system aligns marketing, sales and compliance in a single system of record, allowing salespeople to grow their marketing and sales efforts while ensuring they stay compliant with complex regulations and marketing content and brand assets ca... n be developed at the community level and every asset ever created, downloaded or deployed is tracked with on-demand audit-level reporting, enabling businesses and mortgage related businesses to have settings for endless custom reporting and analytics options based on the unique preferences of the organization and manage their financial lives in the digital, social era.
TOTAL EXPERT
Industry:
Financial Services FinTech Marketing Automation Real Estate SaaS Software
Founded:
2012-01-01
Address:
Saint Louis Park, Minnesota, United States
Country:
United States
Website Url:
http://www.totalexpert.com
Total Employee:
101+
Status:
Active
Contact:
612-490-6444
Total Funding:
86 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Font Awesome
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Current Advisors List
Board_member
2016-01-01
Board_member
2016-04-01
Current Employees Featured
Mike Frey Principal Software Engineer @ Total Expert
Principal Software Engineer
2021-07-01
Matt Tippets Chief Product Officer @ Total Expert
Chief Product Officer
2020-07-01
Matt Heffernan Divisional Director @ Total Expert
Divisional Director
2018-11-01
Deanna Swanson VP of People Operations @ Total Expert
VP of People Operations
2019-06-01
Joshua Simi Director, Demand Generation @ Total Expert
Director, Demand Generation
2019-06-01
Wayland Pond IV Enterprise Account Executive @ Total Expert
Enterprise Account Executive
2021-03-01
Charles Wyatt Chief Financial Officer @ Total Expert
Chief Financial Officer
2018-02-01
Joe Welu CEO & Founder @ Total Expert
CEO & Founder
2011-12-01
Sue Woodard Chief Customer Officer @ Total Expert
Chief Customer Officer
2018-01-01
Founder
Investors List
Emergence
Emergence investment in Series C - Total Expert
Rally Ventures
Rally Ventures investment in Series C - Total Expert
Georgian
Georgian investment in Series C - Total Expert
Emergence
Emergence investment in Series B - Total Expert
Rally Ventures
Rally Ventures investment in Series B - Total Expert
Arthur Ventures
Arthur Ventures investment in Series B - Total Expert
Rally Ventures
Rally Ventures investment in Series A - Total Expert
Arthur Ventures
Arthur Ventures investment in Series A - Total Expert
Key Employee Changes
Date | New article |
---|---|
2020-08-13 | Total Expert Welcomes Matt Tippets as its Chief Product Officer |
Official Site Inspections
http://www.totalexpert.com Semrush global rank: 1.17 M Semrush visits lastest month: 26.92 K
- Host name: 51.122.83.34.bc.googleusercontent.com
- IP address: 34.83.122.51
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Total Expert"
Leadership | Creating a Financially Healthier World - Total Expert
She joined the Total Expert team in 2017 building the professional services organization that led some of the first implementations. Prior to joining Total Expert, Heide spent over 15 years in …See details»
Accelerate 2025 | Ignite Your Future - Total Expert
A conference created for fintech experts, run by fintech experts. LEARN // Leaders from across the financial landscape will share winning strategies for driving long-term growth and loyalty. …See details»
Professional Services - Total Expert
If your organization has ambitious goals that need more customized support services, our Premium Technical Support tier unlocks access to a dedicated Technical Account Manager, …See details»
Total Expert - Overview, News & Similar companies - ZoomInfo
Oct 26, 2023 View Total Expert (www.totalexpert.com) location in Minnesota, United States , revenue, industry and description. Find related and similar companies as well as employees …See details»
Total Expert - Crunchbase Company Profile & Funding
Contact Email joe@totalexpert.com Phone Number 612-490-6444 Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to …See details»
Support : TE Admin Help Center
Organization Level Pipeline Views - Best Practice Framework and Views. Feel free to download the accompanying attachment below or click HERE to ope... How to Edit or Delete …See details»
Organization Admin : TE Admin Help Center
Organization Admin FAQ; How to Edit User Information; How to Change User Contact Information; How to Reset User Passwords; How to Update Password SettingsSee details»
Accelerate 2024 | Ignite Your Future - Total Expert
A conference created for fintech experts, run by fintech experts . INSPIRATION // Learn from industry leaders as they share winning strategies for how you can turn up the heat to drive growth and loyalty. INNOVATION // Learn how we’re …See details»
Forrester Study - Total Expert
Sales@totalexpert.com. Forrester Study ... See firsthand how mortgage lenders experience year-over-year cost savings and business benefits across their organization. Grow Your Business …See details»
How to Login as a User - TE Admin Help Center
Apr 30, 2020 This function allows you to assume a user's account in your organization. On the left navigation, click Organization Admin > Users. Use the search bar to quickly find your …See details»
Customer Support - Total Expert
Our new, premium support tier expands on the award-winning Enterprise Customer Support we already provide for every customer. Now, you’ll have access to a designated Technical …See details»
Partner Marketplace - Total Expert
We’ve created our partner ecosystem to help you create a technology stack that serves your teams, your organization, and your customers or members—all while minimizing the …See details»
Customer Engagement And Intelligent Automation Platform
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance …See details»
Total Expert Become an Affiliations Partner
Driving Growth Through Partnerships Total Expert partners with individuals and organizations committed to the financial services industry. By joining a partner ecosystem dedicated to help …See details»
Total Expert
Sign in to Total Expert. Email or Username. Forgot Password?See details»
Total Expert vs. Top of Mind | Total Expert
From our platform’s ease of use to the quality of our customer support, Total Expert is consistently rated higher than Surefire CRM on G2—the leading third-party review site for software and …See details»
Redefine Sales and Marketing Collaboration | Total Expert
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance …See details»
Accelerate Your Bank’s Digital Transformation | Total Expert
Generate more leads and reach a wider audience by automating nurture programs, coordinating with other lead generation channels like direct mail, and helping your mortgage team enhance …See details»
How to Optimize Your Credit Union's Onboarding - Total Expert
Sales@totalexpert.com. Playbook How to Optimize Your Credit Union's Onboarding Powerful insights to help your credit union improve your onboarding experience. Today’s consumers …See details»