Total Expert

Total Expert is a leading customer engagement platform in the financial industry, serving over 200 enterprises since its establishment in 2012. The company's platform integrates data, marketing, sales, and compliance solutions, enabling financial institutions to provide a seamless customer journey across various milestones. This focus on customer insights translates into actionable strategies to enhance loyalty and foster growth for banks, lenders, credit unions, and insurance companies. Total Expert operates in the Financial Services, Fintech, Real Estate, and SaaS sectors, with its headquarters situated in the United States. The company recently secured a $52.00M Series C investment on 24 October 2019, attracting funding from prominent investors such as Rally Ventures, Georgian Partners, and Emergence Capital. This investment signifies a show of confidence in Total Expert's potential for growth and innovation within the financial technology space, while also indicating the industry's recognition of the importance of a cohesive customer engagement approach. This substantial funding is expected to further propel Total Expert's position as a significant player in the financial customer engagement sphere, potentially leading to expanded offerings and continued market impact.