Total Expert Raises $20M in Series B Funding

totalexpertTotal Expert, a Minneapolis, MN-based provider of marketing operating system software for banks & lenders, raised $20m in Series B funding.

The round, which brought total funding raised to date to $34m, was led by Emergence Capital with participation from Rally Ventures and Arthur Ventures.

The company intends to use the funds to accelerate marketing innovation in banking and lending, and begin expanding into insurance and wealth management in America and around the world.

Led by Joe Welu, founder and CEO, Total Expert provides an enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create and nurture the customer relationship by staying ahead on how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. The company’s platform allows banks and lenders to create and track every tweet, text, email, postcard, etc., from first send to closed transaction, and polish and personalize every communication whether a customer is just starting to research a mortgage or they’re a years-long relationship who may now be ready to open new credit and deposit accounts for their teenagers.

Total Expert’s customer base includes eight of America’s top 15 lenders like U.S. Bank, loanDepot and Guaranteed Rate.
The company has 162 employees.



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