Total Expert Review
Total Expert
Financial Services CRM Software
![Total Expert](https://b2saas.com/uploads/topics/logo/total-expert/logo.png)
What is Total Expert?
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.
Overview of Total Expert
Seller :
Total Expert
HQ Location :
St. Louis Park, Minnesota
Year founded :
2012
Devices Supported :
Web-based
Deployment :
Cloud Hosted
Overview of Total Expert Features
- Activity Dashboard
- Calendar Management
- Campaign Management
- Client Management
- Commission Management
- Communication Management
- Compliance Management
- Contact Management
- Email Marketing
- Lead Capture
- Lead Management
- Lead Nurturing
- Listing Management
- Multi-Channel Marketing
- Property Management
- Third Party Integrations
- Website Management
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