Founded in 2012, Total Expert is a financial technology company that provides a purpose-built platform for modern banks, credit unions, and mortgage lenders. The company's mission is to help financial institutions create "customers for life" by unifying marketing, sales, and compliance into a single, integrated system. The platform offers a suite of tools for CRM, marketing automation, co-marketing, and data analytics, enabling loan officers and advisors to deliver more personalized and meaningful customer journeys.

Founded in

United States