Total Expert

Total Expert is a purpose-built customer engagement platform trusted by over 200 financial services organizations. They provide a unified solution that brings together data, marketing, sales, and compliance to create seamless customer journeys across every financial milestone. Their platform is designed to help modern banks, lenders, credit unions, and insurance companies increase loyalty and drive growth by turning customer insights into action.

Total Expert is committed to providing exceptional data security and uses best-in-class technologies and processes to safeguard all of their clients' information. Their platform is also compliant with industry standards, such as AICPA SOC2, and offers a shared responsibility model to ensure the security of their platform and the data it holds. Total Expert is headquartered in Minneapolis, Minnesota, and is available for purchase on the AWS Marketplace and Salesforce AppExchange.

Total Expert offers flexible work arrangements, including in-office, fully remote, and hybrid options. They are committed to creating an environment where employees can thrive and achieve personal and professional success. Their benefits package includes flexible time off, paid parental leave, and pet insurance, demonstrating their dedication to employee well-being and work-life balance.

Total Expert offers a comprehensive benefits package that includes 401(k) matching to help employees prepare for retirement, flexible time off for work-life balance, and a benefits plan covering health, dental, vision, and disability insurance. They also offer paid parental leave for new parents and encourage community involvement through monetary contributions, company matches, and sponsored time off for volunteering. Additionally, they provide pet insurance through PetPartners to support the well-being of employees' furry family members.

Total Expert is a customer engagement platform for financial services organizations that aims to create a financially healthier world by empowering banks, credit unions, lenders, and insurance agencies to create deeper, human-first connections with modern consumers. They believe in using technology to deliver personalized experiences that build lasting relationships, increase customer loyalty, and drive growth for their clients.

Total Expert fosters a culture centered on customer success, excellence, grit, and innovation. They believe in empowering employees and customers to do their best work by setting high standards, encouraging a "fail fast" mentality, and prioritizing collaboration and respectful communication. They strive to create an environment where individuals and teams can grow, thrive, and achieve personal and professional success.

Total Expert is committed to fostering a diverse, equitable, and inclusive workplace. They believe that empowering employees and customers to do their best work and achieve the best outcomes is the central pillar of their success as a company. Their core values of customer success, excellence, grit, action, innovation, and team success guide them in building a culture where individuals and teams can grow, thrive, and achieve personal and professional success. They offer a variety of benefits to support employees, including 401(k) matching, flexible time off, a comprehensive benefits plan, paid parental leave, and pet insurance. Their commitment to community involvement encourages employees to give back to the communities where they live and work.