Total Expert Reviews

Ease of use and intiative nagivation. The team is very client centric and is always available to deliver amazing customer service

Nothing that I can think of at this point

Keeping in touch with past clients and proactive marketing to Real Estate agents

Total Expert allows us to communicate with our membership directly and strategically motivate our members towards products and services that will benefit them directly. No more generic emails to large groups. Precise communication is key.

We have not found anything yet that we feel is a barrier to our success.

As we target members with offers, TE allows us to see our results and modify our message if there is a lack of interaction.

Total Expert's platform is highly innovative. The technology is seamless and easy to use. Their efforts are constantly evolving to support all business units within financial services.

I do not dislike anything about the platform.

The platform allows us to leverage marketing solutions with out the need of involving our entire marketing dept. We are able to move when the market moves and ensure our message is relevant.

Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library of content support pieces, they have anything one can possibly think of. Job aides, webinars, interactive walk throughs. This allows our loan officers to learn the trool on their own & feel confident using the platform.

There isnt anything i'd say we dislike about using Total Expert. One thing that may be nice to have in the future though, may be more enhancements & innovations on the 'email builder" side fo things.

Total Expert allows us to market to all of our memebers belonging to our credit union as well as any potential leads our loan officers are working with. From, campaigns, to email, & flyers. Everything we need is at our fingertips. Not to mention the customer intelligence side of things which is a super underrated tool that helps our loan officers immensely.

Total Expert is great at keeping my potential client engaged and interested. Some times it can be tough to keep up with everyone you've talked through during a given week, but Total Expert makes it possible.

To me I don't see any downsides. Total expert has significantly helped to increase my conversion and contact rate

It's helping me bridge the gap in my communication/marketing to potential clients, particularly the ones who I have not yet been able to get in contact with. By getting/keeping them engaged, this helps to increase both my contact rate and conversion. This results in more pre-approvals and refinance loans.

What isn't helpful with Total Expert. I appreciate that I know that the things I used to pay very little attention too is now all managed/handled by TE. HAPPY!

The only thing I dislike is the fact that I don't have enough time in the day to fully eduacte myself on all of the features offered by Total Expert which I hope to soon

It keeps in touch with my clients for birthdays, credit inquires, equity increase, allows me to schedule emails & has increased my overall productivity on a daily basis.

I enjoy giving my clients the best customer support possible and being able to have free marketing

I do not know if I have any complaints about it yet.

being able to market myself with out having to do anything

It provides a solution to leverage your entire database and creates cross sell opportunities throughtout the bank. If we waited for core to develop something it would take years to do what we can with TE.

The major issue I have with Total Expert is that theyt have not identified a way for de dup processes to work across incoming data from multiple sources. The first name, last name and email is not enough. We are working to fix this but has not been easy.

Total Expert helps us solve the data collection and cross sell functionality that was lacking in our organization. It makes it easy for end users to visualize their pipeline and assign them tasks for thier contacts. TE also helps us automate touchpoints and saves our team hours.

I like the ability to upload our own assets and the ease of use.

I dislike that loan officers are hesitant to use it themselves and rely more on us to create the pieces for them

I'm learning the benefits of marketing with intent and the benefits of in depth journeys

For me, I love that Total Expert has so many integrations and is our sales teams go-to for all things marketing!

No dislike just get excited everytime a new release comes out - the more the system can do, the better.

Automation and customization have been a huge asset to our sales teams and our marketing dept.