Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to create customers or members for life by re-humanizing complex financial decisions. The company's system aligns marketing, sales and compliance in a single system of record, allowing salespeople to grow their marketing and sales efforts while ensuring they stay compliant with complex regulations and marketing content and brand assets can be developed at the community level and every asset ever created, downloaded or deployed is tracked with on-demand audit-level reporting, enabling businesses and mortgage related businesses to have settings for endless custom reporting and analytics options based on the unique preferences of the organization and manage their financial lives in the digital, social era.
In 2020, Total Expert revenue run rate hit $19.5M in revenue.
Total Expert has 100 customers.
Total Expert has an annual churn rate of 0.00%
Churn vs Expansion
Total Expert has 250 employees. They have 36 sales reps that carry a quota They have an engineering team of 39. and a marketing team of 16.
Total Team Size
Total Expert was founded in 2012.
The CEO of Total Expert is Joe Welu
Total Expert has 250 employees.
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