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Stratmor Group Names Total Expert #1 CRM Platform Learn more -- Products Built for Financial Services One platform to manage your brand at an enterprise level Learn More » Marketing Personalize your marketing and engagement – at scale Email Print Social Media SMS Co-Marketing Expert Content Landing Pages Sales All of your consumer information in a single solution Lead Capture Apps Recruiting Intelligent Automation Turn leads into customers for life Compliance A solution designed for evolving industry compliance Focused View Cut through the noise and close more deals Security Committed to safeguarding your data Industries Built for Financial Services One platform to manage your brand at an enterprise level Learn More » Banking Built to modernize marketing for Banking Credit Unions Serve your members beyond their expectations Mortgage Lending The Future of Mortgage Lending Wealth Management Support every need from relationships to revenue Knowledge Center Featured Maximize productivity, accelerate sales and increase ROI Learn More » Customer Success Learn how we’re accelerating growth for our customers Podcasts Hosted by Joe Welu, Founder & CEO Resources Make your marketing organization a revenue driver News Learn more about recent news at Total Expert Open Architecture An open API to humanize the customer experience Company Latest News Total Expert among fastest-growing companies in the Midwest Learn More » Mission and Values Discover the principles upon which Total Expert was founded Leadership Meet the leaders of Total Expert, a team of seasoned industry executives Partners #MoveFastAndInnovate with best-of-breed partners Careers Create something game changing with us Contact Us Questions? Get in touch with us Search for: -- Schedule Demo Products Focused View Built for Financial Services Marketing Email Print Social Media SMS Co-Marketing Expert Content Landing Pages Sales Lead Capture Apps Recruiting Intelligent Automation Compliance Open Architecture Security Industries Built for Financial Services Banking Credit Unions Mortgage Lending Wealth Management Knowledge Center Featured Customer Success Podcasts Resources News Company Latest News Partners Mission and Values About Us Careers Search for: -- Schedule Demo Homepage Drive Growth and Create Customers for Life The first enterprise-grade marketing and customer engagement platform ​purpose-built for financial services Learn more Watch Video Total Expert Events, News, and More STRATMOR Group HW Tech100 The Financial Brand Fresh Takes Podcast Total Expert Ranked No. 1 in the Industry by STRATMOR Group In STRATMOR Group’s annual survey of mortgage industry CRM software, Total Expert ranked No. 1 in both overall satisfaction and lender loyalty. LEARN MORE Total Expert Named to HousingWire’s 2021 Tech100 List For the fourth consecutive year, Total Expert is recognized for helping customers optimize the digital mortgage experience. LEARN MORE Lessons from the Long Road to Personalization in Banking Investors Community Bank Senior Vice President of Marketing Laura Wiegert was featured in The Financial Brand to discuss how financial institutions can enlist personalization strategies to enhance the customer experience. Learn more Fresh Takes by Total Expert Tune in to the Fresh Takes podcast with our own Sue Woodard and financial services industry leaders. Hear how they’re driving change and creating success in their org and walk away with inspiration to fuel your own success. LEARN MORE Fill the Gaps in Your Customer Journey Attracting and delighting customers is a vital part of the growth engine for financial services organizations. Yet the complexity of today’s marketing environment is as complex as the regulatory environment in which financial brands operate. Effective, modern marketing strategy requires modern, nimble technology designed to navigate across lines of business or with co-marketing partners. The Total Expert Marketing Operating System gives your organization a centralized platform to manage your brand at an enterprise level. You gain greater oversight and audit-ready compliance, fueling fast, confident decisions. -- Features Your Foundation for Modern Marketing & Sales Break down data silos to offer a clear view of your customers so you can put them at the center of everything you do Marketing Learn More Sales Learn More Intelligent Automation Learn More Co-Marketing Learn More CRM Learn More Compliance Learn More -- -- Customers Trusted by Industry Leaders Total Expert powers marketing and customer engagement for the nation’s top financial brands. -- Who It’s For Built Specifically for the Financial Services Industry customer success “We’ve been able to cultivate prospects – stay in front of them through a series of automations and drips throughout the process – as soon as they make first contact with us.” Dan Catinella Chief Digital Officer, Finance of America customer success “Customers will receive materials that feel like we know them so that we can connect with them – and then they feel connected with us.” Dawn Bradshaw Chief Marketing Officer, Wintrust customer success “The one question continued to come up from our loan officers, ‘Do you have Total Expert?’” Michael Kuentz Chief Operating Officer, Trinity Oaks Mortgage customer success “That’s one of our initiatives on our executive game plan for this year is to focus on the client experience and the client engagement. Total Expert is a huge piece of that.” Laura Martell Vice President, Mountain West Financial, Inc. resources Authentic Content from Industry Experts Latest Articles SimpleNexus and Total Expert Supercharge Integration… News Learn More Total Expert Partners with Consortium of… News Learn More MPA: How Can Originators Keep Clients… News Learn More Move Fast Innovate Get ahead of rising consumer expectations with personalized customer journeys that scale Schedule Demo I’m Not Sure Products Knowledge Center Comments or Concerns ©2019 Total Expert Inc. All Rights Reserved. Terms Privacy Policy Sitemap...