Case Study: Total Expert achieves 15X more meeting minutes and half the support tickets with Zoom Video Communications

Total Expert Zooms to 15X More Meeting Minutes & Half the Support Tickets

Total Expert is a platform for financial services professionals that helps lenders with compliance, CRM, marketing, and co-marketing. They struggled with previous conferencing tools—poor audio, 5–10 minute meeting startup delays, and complicated licensing—which made interviews, cross-state executive meetings, sales calls, and trainings inefficient.

Total Expert deployed Zoom Pro, Zoom Video Webinars, and Zoom Rooms company-wide, driving rapid adoption. In under a year meeting minutes jumped from ~12,300 to 196,000 (15×), licenses grew from 35 to 154, IT support tickets fell by half, and the company now runs 15–20 webinars weekly (100–3,000 attendees) with reliable recordings and transcripts.

Total Expert

Matt Black

Director of Engineering, Systems, and Security