List of Total Expert Platform Customers
Minneapolis, 55416, MN,
United States
Since 2010, our global team of researchers has been studying Total Expert Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Total Expert Platform for Customer Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Total Expert Platform for Customer Engagement include: Next Retail, a United Kingdom based Retail organisation with 32931 employees and revenues of $8.15 billion, Lake Michigan Credit Union, a United States based Banking and Financial Services organisation with 1534 employees and revenues of $490.0 million, FirstBank Mortgage, a United States based Banking and Financial Services organisation with 200 employees and revenues of $73.0 million, Wintrust Mortgage, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Total Expert Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Total Expert Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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FirstBank Mortgage | Banking and Financial Services | 200 | $73M | United States | Total Expert | Total Expert Platform | Customer Engagement | 2024 | n/a |
In 2024 FirstBank Mortgage implemented the Total Expert Platform as its primary Customer Engagement solution for the mortgage division, targeting loan officer support, personalized borrower communications, and content generation across the southeastern United States. The initiative positioned the Total Expert Platform as an all in one CRM and marketing automation platform to centralize contact management and lifecycle outreach for mortgage origination and servicing functions.
Configuration focused on CRM capabilities, marketing automation workflows, and content orchestration that leveraged MLS data for dynamic asset creation. The implementation included segmented borrower lists, automated email and SMS journeys, and role based loan officer workqueues to operationalize personalized communications and streamline referral and follow up processes.
Integrations explicitly included MLS data feeds to inform content creation and property centric messaging, and operational coverage centered on the mortgage division with primary users in loan officer, marketing, and customer service teams across the southeastern United States. Governance changes emphasized campaign approvals and standardized lifecycle journeys, with the organization launching targeted programs from a centralized marketing operations function to ensure consistent messaging and compliance.
A Borrower Reengagement Journey launched in Q1 2024 reengaged nearly 2,000 borrowers by the end of 2024, achieved a 54% open rate, and drove an additional $9M in loan volume, outcomes tracked within the Total Expert Platform. Reported results were used to iterate messaging and cadence in the Customer Engagement program.
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Lake Michigan Credit Union | Banking and Financial Services | 1534 | $490M | United States | Total Expert | Total Expert Platform | Customer Engagement | 2024 | n/a |
In 2024 Lake Michigan Credit Union deployed the Total Expert Platform for Customer Engagement. The rollout focuses on Total Expert Customer Intelligence and automated Journeys to enable mortgage loan originators to monitor member life events and consistently re-engage past clients across Michigan and Florida.
The implementation centers on the Customer Intelligence module and Journey orchestration, with event detection feeding segmentation and event-triggered campaigns. Listing Alerts are used as a primary signal to launch automated email Journeys, keeping loan originators top of mind with targeted outreach and follow up workflows. Configuration emphasizes automated campaign logic, journey branching based on member behavior, and content delivery to support relationship management in mortgage origination.
Operational ownership sits with the mortgage origination and relationship management functions, using the Total Expert Platform to surface Listing Alerts and execute automated communications. Governance was structured around Journey templates and alert-driven work queues for loan originators to act on high intent signals. The case study explicitly attributes repeat business to Listing Alerts and automated emails executed through the Total Expert Platform, demonstrating a closed loop between Customer Intelligence signals and Journey-driven re-engagement.
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Next Retail | Retail | 32931 | $8.2B | United Kingdom | Total Expert | Total Expert Platform | Customer Engagement | 2023 | n/a |
In 2023, Next Retail implemented Total Expert Platform as a Customer Engagement application to centralize customer-facing campaign orchestration across its ecommerce and trading functions. The implementation is identified in personnel records linking an Ecommerce Trading Manager role to the Total Expert Platform, indicating operational ownership within trading and commercial teams.
Deployment emphasized Customer Engagement capabilities common to the category, including customer data unification, campaign and journey orchestration, segmentation and personalization, marketing automation, and lead lifecycle management. Configuration work focused on mapping retail ecommerce customer journeys to campaign triggers and embedding standardized campaign templates and approval workflows to support trading promotions and merchandising events.
Governance was positioned with ecommerce trading and commercial stakeholders, establishing campaign approval processes, data stewardship roles, and cross-team coordination between trading, marketing, and customer experience groups. The Total Expert Platform implementation reads as a targeted effort to operationalize customer engagement workflows within Next Retail, with the Ecommerce Trading Manager named against the platform signaling day to day ownership and ongoing program management.
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Banking and Financial Services | 10 | $1M | United States | Total Expert | Total Expert Platform | Customer Engagement | 2023 | n/a |
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