
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
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In Partnership With SelectHub
Total Expert Ratings
Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
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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 Experience:
- 75%
- Negotiation and Contract:
- 73%
- Conflict Resolution:
- 77%
- Strategy & Innovation:
- 73%
- Service Experience:
- 77%
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

Max-Craig J.
- Role: Operations
- Industry: Transportation
- Involvement: Business Leader or Manager
Submitted Mar 2022
Incredible software for marketing solutions.
Likeliness to Recommend
What differentiates Total Expert from other similar products?
Total expert is extremely intuitive and straightforward to use. The support worker is amazing, helpful, and hands-on with wonderful follow-up. I actually have used many different selling platforms over the last few years, and none serve Total Expert. They’re the primary platform I have worked with that focuses on those in the monetary arena. They’re constantly changing their material and capabilities, creating it higher and better with every release.
What is your favorite aspect of this product?
The platform is unbelievably easy to use and they’re continuously rolling out new features. Our team extremely likes the automated communications that trigger supported different platforms. They have a solid list of third-party integrations that build this very easy to set up.
What do you dislike most about this product?
The interface can typically be lower than intuitive. The shortage of access users need to build changes to their own selling profile could be a pain point. It might be nice if the catalog of emails offered had a thumbnail image of what it really looks like. The load times are slow, and therefore the search bars begin working before you’re done, inflicting you to continually re-type your search criteria. There are some problems with the e-mail templates that require to be reworked.
What recommendations would you give to someone considering this product?
I would advocate Total expert to any organization trying to find a Mortgage marketing CRM solution.
Pros
- Continually Improving Product
- Reliable
- Performance Enhancing
- Trustworthy
Please tell us why you think this review should be flagged.

Hachi P.
- Role: Sales Marketing
- Industry: Other
- Involvement: End User of Application
Submitted Jan 2022
This platform provides multiple marketing mediums
Likeliness to Recommend
What differentiates Total Expert from other similar products?
This platform provides multiple marketing mediums in just one platform. The email, print direct, social media, SMS and website promotions are easily possible with this platform. The website is very comparable for mobile too. Total expert provides great service of training, communication and tutorials are very helpful. It includes amazing CRM features as customers get quick responses anytime. The entire platform is so easy for anyone. It can be used for all types of business because it works with all well.
What is your favorite aspect of this product?
We have been solving our problem of building and personalizing emails and marketing automation for our company business and it has been a great game changer for our company business. It allows our many employees to customize materials without any problem. It has given us a great support in marketing, our business with different mediums with one platform and also making good image in front of customers with help of its CRM.
What do you dislike most about this product?
CRM functions need little improvement. The social media tool could be little better than it is. It needs to make better in reporting on the email library from admin level. It is still lagging as compared to other competitors. The long-term integration is very slow. The system sometimes become inflexible with small capabilities. CRM and reporting need little improvement.
What recommendations would you give to someone considering this product?
Total Expert is an outstanding marketing automation tool. It can be used for all types of business because it works with all well.
Pros
- Reliable
- Enables Productivity
- Trustworthy
- Unique Features
Please tell us why you think this review should be flagged.
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