Total Expert is a fintech software company that has developed the first experience platform specifically designed for modern financial institutions. The platform empowers sales and marketing teams to utilize data effectively, enabling them to offer financial products and services tailored to each customer's unique financial goals. Total Expert's tools enhance customer engagement by combining digital communications with human interactions, ensuring a seamless customer journey.
The company's offerings include sales productivity, marketing automation, compliance, and customer intelligence solutions. By transforming data into dynamic customer profiles, Total Expert helps financial institutions build deeper and more meaningful relationships with their clients. The firm's innovative approach aims to drive growth and secure customer loyalty for life.
Total Expert - Classification
Also Known As
Total Expert Inc.
NAICS
540000Professional, Scientific, and Technical Services
541500Computer Systems Design and Related Services
541000Professional, Scientific, and Technical Services
541510Computer Systems Design and Related Services
541511Custom Computer Programming Services
SIC
7300Business Services
7370Computer Programming, Data Processing, And Other Computer Related
7371Computer Programming Services
Show 10 more industry codes
NAICS
513200Software Publishers
510000Information
520000Finance and Insurance
513000Publishing Industries
513210Software Publishers
SIC
6000Depository Institutions
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
Total Expert
Operating Status: Operating
Total Expert, a fintech software company, leverages data to deliver relevant financial products and services.
6280
Services Allied With The Exchange Of Securities Or Commodities
