Total Expert develops software that helps financial institutions deliver personalized customer experiences by integrating data, marketing, sales, and compliance into one platform. The company's technology serves more than 200 financial enterprises, primarily in the United States.
The Total Expert Platform handles over 30% of all U.S. home loan transactions, with 15 of the top 25 U.S. banks and lenders as customers. It reports a customer loan retention rate of 60%.
Team members often have backgrounds in the financial industry, and the company emphasizes building genuine relationships and achieving measurable results for its clients.
