Total Expert
Total Expert provides a customer engagement and marketing automation platform tailored for banks, credit unions, and mortgage lenders to manage customer data, orchestrate compliant marketing campaigns, and drive loan and deposit growth. Its software integrates with core banking and lending systems to deliver personalized communications across channels and support sales and relationship teams. The company generates revenue through subscription-based SaaS licenses and related services.
- Marketing Automation
- Customer Data Platform
- Financials
- Revenue
- $65.0M
- Employees
- 450
- Founded
- 2012
- Headquarters
- Bloomington, United States of America
What 5 Arbolus experts think of Total Expert
NPS scores in the pool range from 7 to 9, with an average above 8 indicating strong satisfaction. High renewal intent is observed among high spenders and recent implementations, while one low spender reports uncertainty. The stickiness analysis shows most customers in the more than one year implementation stage, with the exception of the largest spender in the initial year. Key themes include product value realization, platform satisfaction, and commitment to renewal for top-tier clients.Overall Customer Sentiment: Positive
Who reviewed Total Expert
- C-Suite 80% (4)
- Manager 20% (1)
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Sentiment
40 Net Promoter Score, from 5 scored reviews- Promoters 2
- Passives 3
- Detractors 0
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 50%Plan to renew, by seniority
- 50% 2 answers
- 9/10 Average score from customers who will renew
- 8/10 Average score from undecided customers
Top alternatives
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For people who use Total Expert
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