Sold by: Total Expert
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.
4.5
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
Sold by
Categories
Delivery method
Deployed on AWS
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Skip the manual risk assessment. Get verified and regularly updated security info on this product with Vendor Insights.
Security credentials achieved
(1)
ISO27001
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Seat | 50 Users ($125/user/mo) | $75,000.00 |
Vendor refund policy
Contact us for more information on refunds
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Support
Vendor support
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Similar products
NVIDIA Nemotron are open models with open weights, training data, and recipes, delivering leading efficiency and accuracy for building specialized AI agents
Nemotron-3-Nano-30B-A3B is a large language model (LLM) trained from scratch by NVIDIA, and designed as a unified model for both reasoning and non-reasoning tasks. It responds to user queries and tasks by first generating a reasoning trace and then concluding with a final response.
Bdeo platform for motor claims streamlines the management and resolution of vehicle claims through Visual Intelligence, which analyses the condition of the vehicle using visual evidence and speeds up decision-making.
Atlassian based solutions are business critical and achieving operational and functional excellence aligned with your business outcomes is challenging. Valiantys Total Care helps you unlock your own brilliance.
Customer reviews
Real Estate
Be Great Again – Keep Up with the Times
Reviewed on Jun 23, 2026
Review provided by G2
What do you like best about the product?
I loved Total Expert when it first came out, and I even reviewed the system for a previous company of mine to adopt and sat down with some of the sales staff that came out. Unfortunately, I don’t like much about the system anymore, there is nothing special on what it offers.
What do you dislike about the product?
1) You can't pull up a report to show possible duplicate entries to merge
2) If I have a contact who is a client as well as a referral partner I have to enter them as 2 separate contacts to make sure they get the appropriate marketing
3) When sending out a co-marketing partner request, it doesn't indicate which user it is coming from - the recipient just gets an email to click on.
4) The whole lead, referral source type, and all of that information just seems a bit clunky and confusing and messy
5) I don't like that I can't add in a Title for my referral partners - you can input "Dr", etc. But I can't identify what the title of my referral partner is unless I make a bunch of new groups. I would like to have a group called "Financial Planners" and be able to see what their Title is without having to click on them to read any notes as I have a company that would go under this group but they all do different things.
6) I don't even know if you can add specific hashtags that would work, but you can't tag anyone, you can't add a location and you are only limited to FB, LI, & IG.
7) The bombbomb piece on the templates is finicky. I have a favorited tag where weekly we update the video and title but when I delete the video and add the bombbomb widget back in there, when I select the video it doesn't upload it. I have to add a couple columns with the bombbomb widgets so that one of them will take it and then go delete the extra columns.
Seems that Total Expert could take note of most CRMs and update their system accordingly and try and keep up with the times
2) If I have a contact who is a client as well as a referral partner I have to enter them as 2 separate contacts to make sure they get the appropriate marketing
3) When sending out a co-marketing partner request, it doesn't indicate which user it is coming from - the recipient just gets an email to click on.
4) The whole lead, referral source type, and all of that information just seems a bit clunky and confusing and messy
5) I don't like that I can't add in a Title for my referral partners - you can input "Dr", etc. But I can't identify what the title of my referral partner is unless I make a bunch of new groups. I would like to have a group called "Financial Planners" and be able to see what their Title is without having to click on them to read any notes as I have a company that would go under this group but they all do different things.
6) I don't even know if you can add specific hashtags that would work, but you can't tag anyone, you can't add a location and you are only limited to FB, LI, & IG.
7) The bombbomb piece on the templates is finicky. I have a favorited tag where weekly we update the video and title but when I delete the video and add the bombbomb widget back in there, when I select the video it doesn't upload it. I have to add a couple columns with the bombbomb widgets so that one of them will take it and then go delete the extra columns.
Seems that Total Expert could take note of most CRMs and update their system accordingly and try and keep up with the times
What problems is the product solving and how is that benefiting you?
It's not solving any of my problems currently other than holding a database and I could do that with an excel spreadsheet - it does have some okay features but again, it's old and hardly relevant anymore.
Financial Services
Easy to Navigate and Simple to Train On
Reviewed on Jun 23, 2026
Review provided by G2
What do you like best about the product?
It's easy to navigate, most people in our industry are familiar with it and if not, it's fairly easy to train them on it.
What do you dislike about the product?
I'd like more integrations that don't need Zapier.
What problems is the product solving and how is that benefiting you?
It helps with automations so that my team has less manual work to do.
Cheryl A.
Total Expert Makes Co-Branded Single Property Websites Easy for Daily Promotion
Reviewed on Jun 22, 2026
Review provided by G2
What do you like best about the product?
I use Total Expert daily to create Single Property Websites for promotion on social media for my real estate partners. When a new listing is created for any of my partners, I immediately send a co-branded SPS.
What do you dislike about the product?
I would not say that there is a downside to using it. You get out of it what you put into it. If you are engaged, and entering your real estate partners and clients into marketing groups you can target them for marketing. You have to do the work of setting up the groups, first, however.
What problems is the product solving and how is that benefiting you?
It gives me a solid reason to reach out to past, current, and potential clients, as well as my real estate partners. It also makes it easier to stay engaged and remain top of mind with all of these groups.
Brynn M.
All in one social media connection and CRM used for easy communication
Reviewed on Jun 18, 2026
Review provided by G2
What do you like best about the product?
I like that Total Expert links to my social media platforms so I am able to make posts directly from my resources and I know they are compliant. I also love being able to have realtors create profiles linked to mine; I use this as a marketing tool frequently.
What do you dislike about the product?
The "Tags" feature as filters is a bit clunky and often I have to select a tag multiple times before it filters them out.
What problems is the product solving and how is that benefiting you?
Before Total Expert, I was not using a CRM so it is allowing me to keep all my contacts in one location as well as keep in touch with my resources much easier.
Financial Services
Send to a Large Database All at Once—Pros and Cons
Reviewed on Jun 18, 2026
Review provided by G2
What do you like best about the product?
Being able to send to a large database all at once.
What do you dislike about the product?
Database management is not user friendly. Very hard to keep lists scrubbed and refine the lists to certain target markets. Not very flexible. Site crashes at times, help desk chat only.
What problems is the product solving and how is that benefiting you?
I use it mainly for marketing loan products to Realtors via email.