Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas

Posted by Bill Dallas and Joe Welu On April 16, 2019

Completing the first mortgage transaction with a new customer is an achievement and – what should be – the start of a lifetime relationship.

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Modern Banking: Anticipate, Educate & Advise to Cultivate Customers for Life

Posted by Joe Welu On April 09, 2019

Although consumers can find just about anything they need with a simple Google search, seventy-eight percent of retail bank customers still prefer...

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Bank Marketing Pitfalls Part 1: Failure to Define Customer Personas & Remove Data Silos

Posted by Joe Welu On April 03, 2019

Banks are continually evolving to leverage new technology and meet rising consumer expectations for convenience, value and personalization.

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Top Strategies for Driving Adoption of the Total Expert MOS

Posted by Sue Woodard On March 27, 2019

Implementing a new technology solution can make or break an organization.

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Funnel vs. Flywheel: Everything Modern Bank Marketers Need to Know

Posted by Joe Welu On March 21, 2019

Today’s customer cannot simply be passed from inquiry to transaction using the same generic messaging time and time again, only to fall through th...

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Brand Building That Gives Customers What They Want

Posted by Total Expert Team On March 19, 2019

Modern customers are savvy adopters of anything that makes their lives simpler or adds value. For many lenders, that has meant huge investments in...

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3 Growth Opportunities Most Financial Services CMOs Haven’t Tapped

Posted by Total Expert Team On March 12, 2019
We recently wrote about four top priorities that financial services CMOs have on their plates in 2019: owning customer experience, winning... Read More

Bridging the Gap Between Technology and Trust

Posted by Todd Duncan and Joe Welu On March 05, 2019

Mortgage lenders once attracted a new customer and maintained that relationship with face-to-face engagement through their most crucial life...

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How Modern Marketing Has Changed Banking Forever

Posted by Joe Welu On February 26, 2019

Everywhere you look, change is in the air: new channels, new technology, more data, increased expectations.

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New, Intuitive Total Expert UI Enhances User Experience

Posted by Total Expert Team On February 21, 2019

Empowering leading banks and lenders to stay hyperconnected with their customers, prospects and partners starts with having a best-in-class...

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