Total Expert, a creator of digital marketing and communication software, has raised $20 million in venture capital.
The round, a Series B Funding, was led by Emergence Capital with participation from Rally Ventures and Arthur Ventures, bringing the total funding for the company to $34 million.
“People expect digital simplicity and real human relationships, and financial services companies too often lose these relationships when they don’t engage with personalized, automated communication as people go from awareness to lead to transaction,” said Joe Welu founder and chief executive officer at Total Expert. “We solve this using data to drive each customer’s journey toward a relevant transaction, then manage each customer relationship for life.”
Total Expert is a creator of digital marketing and communication software, whose clients include U.S. Bank, Loan Depot and Guaranteed Rate, and eight of the top 15 lenders.
“Their team of engineers, data scientists, designers and financial services veterans puts them in a rare position to modernize how financial institutions acquire, manage and grow customer relationships,” said Joseph Floyd, partner at Emergence Capital.
