By seamlessly integrating Total Expert with their broadened technology ecosystem, including their loan origination system and pricing engine, Atlantic Bay unlocked a world of potential.
The Total Expert platform unifies data from multiple different technology systems and provides a single, comprehensive customer profile of sales and marketing activity, and other important customer behavioral data.
See why Family Savings Credit Union selected Total Expert to help lower member attrition and modernize member communication.
With Total Expert, Dart Bank loan officer productivity has grown by more than 20%, and the bank’s Net Promoter Score (NPS) has skyrocketed.
In six months, Total Expert Customer Intelligence surfaced and triggered personalized Journeys for 27,904 active loan opportunities that originated from 591,000 contacts across 547 originators in Prosperity’s database.
In this case study, see why ALCOVA moved to Total Expert to increase retention, build stronger relationships, and empower loan officers.
HarborOne Mortgage Loan Officers Deliver a Personalized Experience with Total Expert.
Dart Bank needed to replace an ineffective CRM with one that could meet the needs of a dispersed, hybrid workforce and constantly changing customer preferences.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
