
In Partnership With SelectHub

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.
Company Details
Book a Free Demo Today!
See it in action with a free demo.
Click below to sign up on our partner's website.
In Partnership With SelectHub
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
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?
Pros
- Caring
- Respectful
- Client Friendly Policies
- Fair
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Customer Journey Modelling
Mobile Marketing Management
Marketing Project Management
Email Marketing Automation
Marketing Asset Management
Marketing Analytics
Multivariant Testing
Social Media Marketing Management
Vendor Capability Ratings
Ease of Implementation
Quality of Features
Usability and Intuitiveness
Ease of Customization
Breadth of Features
Ease of Data Integration
Availability and Quality of Training
Business Value Created
Vendor Support
Product Strategy and Rate of Improvement
Ease of IT Administration
Total Expert Reviews

Peyton M.
- Role: Sales Marketing
- Industry: Finance
- Involvement: Vendor Selection and Purchasing
Submitted Dec 2022
All in One Product
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.

Bilal A.
- Role: Information Technology
- Industry: Technology
- Involvement: End User of Application
Submitted Sep 2022
Total Expert Review
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.

Betsy F.
- Role: Sales Marketing
- Industry: Finance
- Involvement: IT Development, Integration, and Administration
Submitted Sep 2022
Needs Improvement
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
Get Instant Access<br>to this Report
Get Instant Access
to this Report
Unlock your first report with just a business email. Register to access our entire library.
© 2025 SoftwareReviews.com. All rights reserved.
