Company profile: Total Expert
1.1 - Company Overview
Company description
- Provider of a modern, enterprise-level Marketing Operating System (MOS) for financial services organizations, aligning marketing, sales, and compliance in a single system of record. Offers customer intelligence, marketing automation, sales productivity tools, and built-in compliance workflows to personalize engagement and enhance efficiency.
Products and services
- Marketing Automation: Enterprise-level platform that automates multichannel marketing campaigns tailored to customer financial needs and goals within a single system of record for financial services organizations
- Customer Intelligence: Enterprise-grade capability that enables financial institutions to enrich customer profiles with ongoing data insights for personalized engagement within the Marketing Operating System built for financial services organizations
- Compliance: Built-in workflows and tools manage regulatory and brand compliance without extra workload, aligning compliance with marketing and sales in a single system of record for financial services organizations
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Total Expert
Chorus
HQ: United States
Website
- Description: Provider of an AI conversation intelligence cloud platform for sales teams that records, transcribes, and analyzes calls in real time, surfaces key moments, and delivers deal, market, and connected intelligence. Offers onboarding and sales enablement to identify winning behaviors, CRM sync for relationship visibility, and integrations with video conferencing, CRMs, and other software.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Clareity
HQ: United States
Website
- Description: Provider of authentication, identity management, single sign-on services, and consulting for the real estate industry, serving over 850,000 real estate professionals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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eVorsorge
HQ: Germany
Website
- Description: Provider of solutions in sales management, CRM, digital services, customer portals, and lead generation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Savo Group
HQ: United States
Website
- Description: Provider of on-demand, collaborative sales enablement solutions that harness sales process, social collaboration, mobility, and analytics, plugging sales reps of any size organization into collective resources, insights, and expertise so they never sell alone.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Savo Group company profile →
B2i Technologies
HQ: United States
Website
- Description: Provider of automation and technology solutions for website management and investor relations, including a customizable JavaScript API and WordPress plugin to integrate financial data, a real-time CMS, custom IR websites, automated press release publishing with branded emails, conference call and webcast services for investor events, and creative design and development for websites and investor presentations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full B2i Technologies company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Total Expert
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Total Expert
2.2 - Growth funds investing in similar companies to Total Expert
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4 - Top valuation comps for Total Expert
4.2 - Public trading comparable groups for Total Expert
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