Sold by: Total ExpertÂ
Vendor Insights
Total Expert is the leading fintech software company that delivers customer engagement platform for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, insurance brokers, and other financial services firms.
Overview
Total Expert offers the only purpose-built, customer engagement platform designed for modern banks, lenders, credit unions, insurance brokers, and other financial services firms. We empower financial institutions to deliver the perfect mix of human and digital engagement. With our intelligent automation engine, it is easy to deepen relationships with each customer.
Highlights
- Purpose Built Customer Engagement Platform
- Intelligent Marketing Automation
- Compliance for Financial Services
Details
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Delivery method
Deployed on AWS
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Dimension | Description | Cost/12 months |
|---|---|---|
Seat | 50 Users ($125/user/mo) | $75,000.00 |
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Software as a Service (SaaS)
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Customer reviews
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2 external reviews
Star ratings include only reviews from verified AWS customers. External reviews can also include a star rating, but star ratings from external reviews are not averaged in with the AWS customer star ratings.
Denise B.
Customer loans
Reviewed on Jun 03, 2025
Review provided by G2
What do you like best about the product?
Ease of Use and Implementation and frequency of use and number of features and ease of integration!
What do you dislike about the product?
Customer Support wasn't always there to help!
What problems is the product solving and how is that benefiting you?
Keep in front of my clients!
Financial Services
Alerus TE Review
Reviewed on Feb 10, 2022
Review provided by G2
What do you like best about the product?
The ability to mark documents for RESPA compliance marketing. The basics of the platform are strong.
What do you dislike about the product?
The lack of support from TE partners and the time it takes to customize anything has caused a lot of frustration for our team over the past year. Social media and other marketing materials should be enhanced on an ongoing basis to compete with other competitors in this space. We drive all enhancement conversations with our AE's at RE. Our other vendor partners like Blend, Encompass, and OB come to us with enhancements and then train us on how to best use the new technology.
What problems is the product solving and how is that benefiting you?
Simplified and ongoing marketing to real estate partners and clients.