TotalExpert

TotalExpert

Total Expert
+
+

Related Products

  • Banker's Dashboard
    6 Ratings
    Visit Website
  • 11x
    68 Ratings
    Visit Website
  • Gemini Enterprise Agent Platform
    967 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • Asym Capital
    1 Rating
    Visit Website
  • Assembled
    260 Ratings
    Visit Website
  • Arryved
    46 Ratings
    Visit Website
  • D&B Hoovers
    1,199 Ratings
    Visit Website
  • North One
    5,043 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website

About

​Sympera AI is a relationship banking platform that helps banks identify opportunities, deepen client relationships, and drive organic growth. By combining external market intelligence with bank data, Sympera delivers prioritized, banker-ready actions that help relationship managers focus on the clients and opportunities that matter most. The platform continuously monitors business developments, growth signals, leadership changes, expansion activity, and other relevant events to uncover prospecting, cross-sell, treasury, retention, and relationship-deepening opportunities. Sympera equips bankers with actionable insights, client intelligence, and conversation guidance that support more timely, relevant outreach. Designed for commercial, business, and relationship banking teams, Sympera helps banks improve coverage, increase productivity, uncover new revenue opportunities, and strengthen customer relationships without adding headcount

About

Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banks interested in an AI solution to grow their client portfolio and enhance relationships with customers

Audience

CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Sympera AI
Founded: 2024
United States
sympera.ai/

Company Information

Total Expert
Founded: 2012
United States
totalexpert.com

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.

Alternatives

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
Surefire CRM

Surefire CRM

Top of Mind Networks
PrecisionLender

PrecisionLender

Lender Performance Group
Unify CRM

Unify CRM

Unify

Categories

Categories

Integrations

COZYROC SSIS+ Suite
TrustEngine

Integrations

COZYROC SSIS+ Suite
TrustEngine
Claim Sympera AI and update features and information
Claim Sympera AI and update features and information
Claim TotalExpert and update features and information
Claim TotalExpert and update features and information