Vendor Details

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  2. Total Expert
5.0 (1)

Total Expert

Description

Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.

Service(s)

  • Compliance

Location

Minneapolis, Minnesota
United States

Year Founded

2014

Ratings & Reviews

5.0

Cost/Value
4.0 (1)

Implementation
3.0 (1)

Support
5.0 (1)

Technology
5.0 (1)

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Anonymous Reviewed on 4/17/2023 9:17:32 PM
5 Glad we went with Total Expert!
Easy to use, intuitive platform overall. Implementation took quite a long time and resources on our team though, a bit more than we anticipated, but once it was set up the deployment was pretty smooth. About 75% of our users have adopted and good feedback so far, which has been about 4 months.

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