OVERVIEW
Total Expert is popular fintech software firm that delivers purpose-built CRM and customer engagement for modern financial institutions. Sign up today!
DESCRIPTION
Introduction to Total Expert
The platform helps sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each client based on their financial goals. It 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.
Key Features of Total Expert
- Lead Management
- Contact Management
- Commission management
- Website Management
- Calendar Management
- Client database
- Email Marketing
- Property Database
- Flyer / Catalog Printing
- Listing Management
