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- Total Expert, Inc.
Total Expert, Inc.
Total Expert is the purpose-built CRM and customer engagement platform trusted by more than 175 financial enterprises. The platform unifies data,
marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights
into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through
the AWS Marketplace and Salesforce AppExchange.
marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights
into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through
the AWS Marketplace and Salesforce AppExchange.
Vision
Orchestrate the perfect customer journey across modern financial services but creating the leading purpose-built experience platform.
Mission
Empower modern financial institutions to create trusted lifelong customer relationships.
Additional Culture Details
At Total Expert, we operate with a culture of learning. Whether that means looking back at the past and applying that knowledge moving forward, or
learning from challenges and/or shortcomings to reinforce future decisions.
... Read more
learning from challenges and/or shortcomings to reinforce future decisions.
... Read more
Values
- Innovation
- • We consistently introduce and contribute to new ideas, products, and processes
• We challenge the status quo and believe in continuous improvement
• We embrace change to meet the needs of our people and our commitments every single day
Recent Awards
Company Snapshots
