Dart Bank Uses Total Expert to Hit the Customer Journey Bullseye
August 24, 2022
“Our bank has been around for over 97 years. Since we added Total Expert, we’ve excelled and expanded in ways we never thought were possible.”
“Our bank has been around for over 97 years. Since we added Total Expert, we’ve excelled and expanded in ways we never thought were possible.”
“You can change the path of a Journey based on the customer’s small characteristics, which allows us to track the ROI and show the bank
“The first — but not last — ‘wow’ moment I had about Total Expert was when I learned about its Journeys. My immediate reaction was,
“When you work with companies like Total Expert that are in the same industry as you, they understand your challenges, they understand your pain points,
“Before Total Expert, we didn’t have a data-driven way to guide consumers through a journey that armed them with the financial wellness and mortgage-readiness tools
“We needed a platform built for the mortgage industry — one that caters to everything we work with and need on a daily basis, and
“Even top-producing loan officers who subscribe to Total Expert’s automation but don’t actually log in to the platform have been able to generate millions of
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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.