Total Expert offers a comprehensive customer engagement platform specifically built for financial services institutions including banks, credit unions, and mortgage lenders. The platform combines CRM functionality with marketing automation, enabling financial institutions to deliver personalized customer experiences across multiple channels. Total Expert's solution helps financial services companies increase customer lifetime value through targeted campaigns, automated workflows, and data-driven insights that drive engagement and loan origination growth.
Total Expert has received investment from 1 venture capital firm.
Customer engagement platform designed for financial services, providing marketing automation and CRM solutions for banks and credit unions.
Total Expert has received investment from Arthur Ventures. These venture capital firms and investors provide both capital and strategic support.
Total Expert has raised $100M in total funding, with their most recent round being a Series D+. The company operates in the Fintech sector.
Total Expert was founded in 2012 and is headquartered in Minneapolis, MN.
Total Expert operates in the Fintech sector. Customer engagement platform designed for financial services, providing marketing automation and CRM solutions for banks and credit unions.
