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
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Delivery method
Deployed on AWS
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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 |
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Delivery details
Software as a Service (SaaS)
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Customer reviews
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.
Anonymous
Efficient Database Management with Intuitive Alerts
Reviewed on Jun 18, 2026
Review provided by G2
What do you like best about the product?
I appreciate the regular alerts from Total Expert, especially the listing alerts. They keep me from having to search through 1,500 past mortgages that I have done, which makes managing my database and keeping track of clients' interest rates more efficient. I also appreciate having easy access to all of my past loans, and the seamless integration with our LOS and my MRC lead generating system enhances my workflow. Setting up Total Expert was pretty easy as I'm very familiar with working with CRM systems.
What do you dislike about the product?
Sometimes it can be slow
What problems is the product solving and how is that benefiting you?
I use Total Expert to manage my database and track clients' interest rates. It keeps me updated with regular alerts and provides easy access to my past loans, so I don't need to search through 1,500 past mortgages.
Bob S.
Easy to Use with Wonderful Reporting Capabilities
Reviewed on Apr 24, 2026
Review provided by G2
What do you like best about the product?
Relatively easy to use with wonderful reporting capabilities.
What do you dislike about the product?
Although it is a very unique product for this market, the cost seems a bit inflated.
What problems is the product solving and how is that benefiting you?
We use it a bit unconventionally, offering the tool to our partners/customers. In doing so, it's helping with their marketing outreach tremendously. Internally, we've automated several outreach campaigns, saving time and delivering consistency.
Ron R.
User-Friendly Marketing Suite with Room for More Landing Page Options
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
I like how Total Expert makes it pretty easy to maneuver through the different options. The initial setup was very easy. The marketing tools, such as marketing flyers and social media posts, are what I use the most. I do like the site.
What do you dislike about the product?
I'd like more landing page options to direct prospective customers to when prospecting. The ability to offer free information. Then the customer goes to a landing page to request. I get contact information and they are sent the pdf.
What problems is the product solving and how is that benefiting you?
I use Total Expert for creating marketing flyers, social media posts, and follow-ups. It's pretty easy to maneuver through the different options.