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Total Expert For Salesforce Improves Customer Engagement

Katie Jensen
Jul 15, 2021

Total Expert announced their integration with Salesforce to enable marketing and customer engagement on behalf of advisors, loan officers, and personal bankers. 

Today, Total Expert, the customer experience platform, announced their integration with Salesforce to enable marketing and customer engagement on behalf of advisors, loan officers, and personal bankers. 

“Modern financial institutions using Salesforce are often still missing out on a personalized and humanized customer journey that hits the mark for financial consumers,” said Joe Welu, founder and CEO of Total Expert. “Because Total Expert is purpose-built for marketing and customer engagement for financial services, this integration fills the gap for banks and lenders, giving them what they need to authentically connect with customers.” 

This integration will provide access to Total Expert’s curated library of approved and compliant marketing materials in Salesforce. Organizations now have the ability to deploy marketing and customer engagement on behalf of loan officers, and deliver personalized communication to customers. 

“Salesforce customers now have a financial services-specific customer engagement and marketing tool chest to forge rock-solid relationships, accelerate their pipeline with actionable data, and build financial relationships that last a lifetime,” Welu added. 

The platform also offers customer contact, account, and loan data for a personalized customer experience, such as loan status and post-close journeys. 

Josh Lehr, director of technology alliances at Total Expert, said, “Salesforce is a robust platform designed for business in all industries. The Total Expert integration quickly delivers industry-specific capabilities modern financial companies need with fast time to market and low dependency on already overburdened IT teams. Taking advantage of Total Expert directly inside Salesforce gives financial brands and their customer-facing teams a marketing edge to level-up engagement strategies, and truly grow and retain their books of business.”

Total Expert for Salesforce is now available for download from the Salesforce AppExchange. For more information about Total Expert, visit

Jul 15, 2021
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