Total Expert is a cloud-based CRM and marketing automation platform designed specifically for modern financial institutions, including banks, credit unions, and mortgage lenders. The platform integrates data, marketing, sales, and compliance solutions to enhance customer engagement throughout the financial decision-making process. With a mission to empower financial organizations to foster trusted, lifelong customer relationships, Total Expert provides tools that facilitate effective digital communication alongside human interaction. Committed to innovation and customer success, the company invests heavily in research and development to continuously improve its offerings. Total Expert promotes a collaborative and inclusive workplace culture, valuing adaptability, creativity, and excellence as it navigates rapid growth within the fintech industry.