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
Email Addresses:
[email protected]
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
Current Employees Featured
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: 198.202.211.1
- IP address: 198.202.211.1
- 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
Total Expert is led by a team of experts equipped with decades of industry experience combined with long-term strategic vision.See details»
Accelerate 2025 | Aim Higher | Total Expert
Accelerate 2025 Take your engagement, growth, and CX strategies to new heights at the premier Total Expert customer event! Accelerate 2025 will be your opportunity to connect with industry …See details»
Total Expert - Crunchbase Company Profile & Funding
Total Expert is a SaaS company that develops enterprise-grade marketing operating system (MOS) built for financial services organizations.See details»
Company Profile: Total Expert - The MortgagePoint
Total Expert www.totalexpert.com As it becomes more complex for lenders to build connections with customers in the digital age, Total Expert is humanizing the customer journey with deeper …See details»
Total Expert | Purpose-Built Customer Engagement Platform
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.See details»
Total Expert - News, Partnerships, Locations and Executives
Usearch identified 6 signals for Total Expert, including: 6 Partnerships. Usearch discovered 1 location for Total Expert including locations in Minneapolis · Minnesota. Total Expert is …See details»
Total Expert | Make The Case To Invest In Technology
Now is the time to show your leadership how Total Expert is designed to help your organization meet its goals and support the needs of consumers.See details»
Customer Engagement And Intelligent Automation …
Purpose-built to help modern financial institutions create lifelong customer relationships via the perfect mix of digital and human touchpoints.See details»
Total Expert Become an Affiliations Partner
Total Expert partners with individuals and organizations committed to the financial services industry. By joining a partner ecosystem dedicated to help market, sell, and deliver Total …See details»
Values | Total Expert
Enabling and motivating our employees and customers to do their best work and achieve the best outcomes is the central pillar of our success as a company. These core values ground and …See details»
Total Expert - Innovation Leadership Council
Exclusive executive experience where you’ll learn from and be inspired by some of the industry’s most renowned figures from mortgage, technology and beyond. Empower your organization …See details»
Support | Professional Services | Total Expert
Connect with our tech support team by email or in-platform chat to ensure the Total Expert platform continues to produce outcomes for your organization.See details»
About | Creating a Financially Healthier World | Total Expert
We believe that empowering banks, credit unions, lenders, insurance agencies, and other financial services firms to create deeper, human-first connections with modern consumers will …See details»
Design Brief - Total Expert
Multiple survey structures can be created for an organization for different purposes. You can have one for refinance, auto loan interest, or any other data you wish to collect from your contacts. …See details»
Total Expert Company Profile | Management and Employees List
Find contact information for Total Expert. Learn about their Financial Software, Software market share, competitors, and Total Expert's email format.See details»
Total Expert Names Pete Karns as Chief Product Officer
Feb 12, 2025 For more information about Total Expert, visit TotalExpert.com. About Total Expert Total Expert is the purpose-built customer engagement platform trusted by more than 200 …See details»
How to Turn On Multi-Factor Authentication Settings
Nov 16, 2022 Note This feature is permission-based. Please reach out to your Customer Success Manager or Implementation Manager to learn more. Multi-factor authentication is an …See details»
Deliver the Perfect Customer Journey - info.totalexpert.com
Deliver the Perfect Customer Journey The Total Expert platform harnesses data on your customer actions and behaviors – and uses that intelligence to fuel the perfect customer journey. Watch …See details»
A Go-To Source To Expand Your Knowledge Base - Total Expert
Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.See details»
User Import Guide (Admins) - TE Admin Help Center
Aug 29, 2024 user_info.company – User’s organization name. This information will be visible in marketing materials. user_info.website – If your users want to share a website within their …See details»