Modern Customer Engagement Total Expert offers a purpose-built platform that unifies data, marketing, sales, and compliance, making it highly attractive to financial institutions seeking integrated customer engagement solutions to enhance loyalty and growth.
AI-Driven Innovation The recent launch of Customer IQ positions Total Expert as a leader in AI-powered mortgage lending, indicating opportunities to target innovative mortgage providers looking to leverage artificial intelligence for competitive advantage.
Strategic Partnerships Collaborations with prominent firms like Covered and Evocalize reveal a focus on expanding digital insurance and local marketing capabilities, opening avenues to engage other financial sectors seeking tailored marketing integrations.
Market Recognition Being recognized as the Mortgage CRM Leader by G2 highlights Total Expert’s strong market position, making it a compelling option for financial companies aiming to partner with top-rated customer engagement technology providers.
Growth and Funding With substantial revenue estimates of up to 250 million USD and recent funding of 52 million USD, Total Expert demonstrates strong financial health, suggesting readiness for expansion into new markets and scalable sales opportunities.
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$1B$10BTotal Expert uses 8 technology products and services including Unpkg, jsDelivr, Swiper, and more. Explore Total Expert's tech stack below.
| Total Expert Email Formats | Percentage |
| First@totalexpertinc.com | 51% |
| First.Last@totalexpertinc.com | 35% |
| FirstLast@totalexpertinc.com | 9% |
| Last@totalexpertinc.com | 5% |
| First.Last@totalexpert.com | 96% |
| First@totalexpert.com | 2% |
| FLast@totalexpert.com | 2% |
Financial ServicesMinnesota, United States201-500 Employees
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. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.
Company Overview
Media & News
Funding & FinancialsTotal Expert has raised a total of $52M of funding over 3 rounds. Their latest funding round was raised on Oct 24, 2019 in the amount of $52M.
Total Expert's revenue is estimated to be in the range of $100M$250M
Funding & FinancialsTotal Expert has raised a total of $52M of funding over 3 rounds. Their latest funding round was raised on Oct 24, 2019 in the amount of $52M.
Total Expert's revenue is estimated to be in the range of $100M$250M
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