Total Expert
Series C · US
Martech · Fintech · B2B
Customer engagement for financial services
Total Expert provides a purpose-built platform combining a system of context with a system of action, enabling both people and AI assistants to engage customers at the moments that matter and earn long-term relationships. That pairing is the design argument — knowing when a customer is ready is worthless without the ability to act on it immediately, and most systems do one or the other. Since 2016 the platform has supported more than seven trillion dollars of funded loan volume across mortgage and financial services customers.
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