Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.

Finance

Total Expert

Total Expert's headquarters in St. Louis Park, MN, United States

This department is responsible for designing, developing, and maintaining software applications and systems.

Software Development

This department oversees the development and lifecycle of products, ensuring they meet market needs and align with business goals.

Product Management

This department focuses on ensuring customer satisfaction and fostering long-term relationships by aligning customer needs with company offerings.

Customer Success Management

The Leadership Team at Total Expert is responsible for setting the strategic vision and driving operational excellence across the organization. Comprising key executives, including the CEO and SVPs of various departments, this team focuses on fostering collaboration, ensuring compliance within the financial services sector, and enhancing customer experiences by leveraging data-driven insights. They play a critical role in guiding the company’s growth and aligning its innovative financial technology solutions with the needs of modern financial institutions.

Leadership Team

The Executive Management Team at Total Expert drives the company's strategic vision and operational excellence. Comprising key leaders such as the CEO, CFO, CTO/CPO, and other chief officers, this team ensures the alignment of departmental goals with overall business objectives. They focus on steering customer success, optimizing revenue growth, leading innovation in technology, and maintaining compliance with industry standards to facilitate a seamless, data-driven customer experience.

Executive Management Team

This department focuses on acquiring and managing relationships with large business clients to drive revenue growth.

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Other teams

Product Management

Customer Success Management

Leadership Team

Executive Management Team

Enterprise Sales