Case Study: Cardinal Financial Company scales retail lending and empowers loan officers with Total Expert

How Cardinal Financial Helps People Achieve the American Dream with World-Class Technology and Service

Cardinal Financial Company needed to rapidly scale a new retail lending division while protecting people and process, but their existing sales automation/CRM lacked the marketing automation, content and compliance controls required. After evaluating options, they selected Total Expert’s Marketing Operating System (MOS) to provide an integrated, compliant platform that would empower loan officers and support growth.

Total Expert implemented the MOS with a centralized content library, compliance configuration, powerful co-marketing tools, customizable single marketing assets with restricted access, and hands-on customer success and implementation support. The result: 674 users, a 79% adoption rate and a 98% CSAT score, and the ability for Cardinal Financial Company to expand operations while managing marketing with four people instead of the roughly ten they would have otherwise needed.

Cardinal Financial Company

Marc Sottile

Vice President