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Fintech Integration Marketplace / Wealth Management / Analytics

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Total Expert

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.

Website

https://totalexpert.com/

Contacts

drivegrowth@totalexpert.com

https://www.facebook.com/totalexpertinc

https://www.linkedin.com/company/total-expert/

https://twitter.com/totalexpertinc

TotalExpert

Marketing
Personalize your marketing and engagement – at scale

Sales
All of your consumer information in a single solution

Intelligent Automation
Turn leads into customers for life

Compliance
A solution designed for evolving industry compliance

Focused View
Cut through the noise and close more deals

Security
Committed to safeguarding your data

TotalExpert

Companies that integrate with Total Expert

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

BeSmartee
BeSmartee
BeSmartee is a software company developing innovative solutions for lenders, originators and customers.
#Lending
Roostify
Roostify
Digital Lending Platform connecting customers and lenders to accelerate the home loan experience.
#Lending #Mortgage
Stripe
Stripe
Stripe is a developer-oriented commerce company helping small and large companies accept web and mobile payments.
#Payment Processing #Omni-Channel #Taxes Solutions / Bills / Invoices #Payment Gateways

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

TotalExpert

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.