Total Expert

Total Expert sells a unified software platform to financial institutions - mortgage lenders, banks and credit unions - that brings customer data, marketing, sales and compliance into a single system. The product is designed to help these firms deliver personalised, relationship-driven customer experiences and to engage customers at significant life moments, rather than treating them as data points. Technical work spans a customer data platform, marketing automation, sales enablement, compliance tooling, personalisation and data integration.

The company's platform is used by more than 200 financial enterprises, including 15 of the top 25 US banks and lenders, and is involved in over 30% of all US home loan transactions. Reported outcomes include a customer loan retention rate of 60%, against an industry average of 18%, and meaningful cross-sell growth within the first six months of adoption. Its industry focus is confined to banking, mortgage lending, credit unions and financial services more broadly, with a geographic presence in the United States.

Teams are largely drawn from former financial industry professionals, bringing domain expertise to product and customer work. The company describes itself as focused on measurable customer outcomes and holds that enabling financial institutions to engage customers well benefits those customers as well as the institutions.