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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.... Read more


Orchestrate the perfect customer journey across modern financial services but creating the leading purpose-built experience platform.... Read more


Empower modern financial institutions to create trusted lifelong customer relationships.... Read more

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.

Our Success Principles are core to our culture:
- High Sense of Urgency
- Push the Limits of What’s Possible
- Beautiful Design is our Standard
- Focus On and Own Results
- Learn and Improve Everyday
- Be Kind and Have Gratitude
- Assume Positive Intent
- Coach and Inspire
- Always Act as a Team
- Work With and be The Best

Named to the Inc. 5000 list of fastest-growing private companies for five consecutive years and to the Inc. Regionals: Midwest list four years in a row. In 2022, the company was again featured on the Minneapolis/St. Paul Business Journal’s (MSPBJ) Fast 50, the MSPBJ Top Software Development Firms list, named a HousingWire Tech100 honoree, recognized as a top 10 best tech startup in Minnesota by Tech Tribune, and named to the Deloitte Fast 500. Total Expert also won the MarTech Breakthrough Award for Best Overall CRM Solution and was named a finalist for the NAFCU Innovation Awards.
... Read more


•    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

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