Total Expert Logo
Total Expert Logo
Total Expert Inc.

Total Expert

Composite Score
6.7 /10
CX Score
6.5 /10
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In Partnership With SelectHub

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Category
Total Expert
6.7 /10

What is Total Expert?

Total Expert is an 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.

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Total Expert Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Total Expert.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

81 Likeliness to Recommend

88 Plan to Renew

63 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+74 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Total Expert?

0% Negative
37% Neutral
63% Positive

Pros

  • Caring
  • Respectful
  • Client Friendly Policies
  • Fair

Feature Ratings

Average 81

Customer Journey Modelling

91

Mobile Marketing Management

88

Marketing Project Management

84

Email Marketing Automation

82

Marketing Asset Management

80

Marketing Analytics

80

Multivariant Testing

75

Social Media Marketing Management

72

Vendor Capability Ratings

Average 80

Ease of Implementation

88

Quality of Features

87

Usability and Intuitiveness

84

Ease of Customization

83

Breadth of Features

83

Ease of Data Integration

81

Availability and Quality of Training

80

Business Value Created

79

Vendor Support

79

Product Strategy and Rate of Improvement

78

Ease of IT Administration

65

Total Expert Reviews

Peyton M.

  • Role: Sales Marketing
  • Industry: Finance
  • Involvement: Vendor Selection and Purchasing
Validated Review
Verified Reviewer

Submitted Dec 2022

All in One Product

Likeliness to Recommend

10 /10

What differentiates Total Expert from other similar products?

The different product solutions and all in one platform,

What is your favorite aspect of this product?

integration with different, unique vendors

What do you dislike most about this product?

the amount of steps required for social posts

What recommendations would you give to someone considering this product?

utilized by key. players in the industry

Pros

  • Trustworthy
  • Inspires Innovation
  • Client Friendly Policies
  • Fair

Cons

  • Slower Product Innovation

Bilal A.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Sep 2022

Total Expert Review

Likeliness to Recommend

8 /10

What differentiates Total Expert from other similar products?

Total expert is a great tool for marketing and sales, it is very easy to navigate with it being extremely user friendly. The ability given user and admin both to apply their marketing strategies , live training is given for support,

What is your favorite aspect of this product?

Favorite aspect of the total expert is customization of user interface according to your business requirements.

What do you dislike most about this product?

There is room of improvement in CRM interface and integration amongst other platforms/tools.

What recommendations would you give to someone considering this product?

It is a good product to try if your looking to settle onto a CRM tool, please look into the feature's and capabilities and compare amongst other similar platforms to form a better idea to what this tool has to offer.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Betsy F.

  • Role: Sales Marketing
  • Industry: Finance
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Sep 2022

Needs Improvement

Likeliness to Recommend

4 /10

What differentiates Total Expert from other similar products?

Total Expert is specifically for users who want a CRM that will manage their contacts and market to financial institutions.

What is your favorite aspect of this product?

The capability for it to house contact information, tasks, and loans in one place.

What do you dislike most about this product?

Frequent malfunction of features.

What recommendations would you give to someone considering this product?

Take it with a grain of salt. Many of the features are fun and exciting, but expect that it will have one or more issues almost daily.

Pros

  • Caring
  • Respectful
  • Security Protects
  • Friendly Negotiation

Cons

  • Charges for Enhancements
  • Less Effective Service
  • Vendor's Interest First