Total Expert

HW Tech100


Total Expert, the customer engagement platform purpose-built for modern financial institutions, empowers banks, credit unions, lenders and insurance companies to deliver the perfect customer journey across every financial milestone. Its Customer Intelligence solution turns consumer intent and behavior data into action with automated Journeys that connect at key moments of opportunity. In 2023, 29% of all U.S. home loans were powered using the Total Expert platform.

As mortgage lenders have been increasingly challenged to boost sales, their focus has shifted away from fostering customer relationships towards closing transactions instead. Total Expert noticed that most financial institutions do not leverage the vast customer data already available to them and there was a missed opportunity. To help restore the customer relationship, Total Expert built technology for mortgage lending CMOs and loan officers — those who foster customer relationships that ultimately lead to a sale — to use that data to better understand their customer’s needs and provide them with the right financial messaging and products at the right time for them.

Total Expert’s platform integrates customer data, marketing, sales and compliance to support the entire customer lifecycle. The open API platform allows lenders to understand consumers at a deeper, personalized level. Using data-driven insights, financial institutions can keep their customers’ personalized needs at the core of product development and marketing outreach. Total Expert’s Customer Intelligence helps surface borrower intent using consumer insights and signals from the Total Expert platform.

Company Website:

Markets Served:

Customer engagement, Automation, Marketing and Data Analytics

Company HQ:

St. Louis Park, MN

3d rendering of a row of luxury townhouses along a street

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