Marketing operating system for financial services.

Total Expert is a fintech software company that built the first enterprise-grade Marketing Operating System (MOS) purpose-built for the modern financial services industry. The platform enables customer-facing teams (sales), marketing and compliance to work together seamlessly to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life.

Team:

  • Simon Chong
  • Madalin Mihailescu