Most lenders have one goal in mind: help their customers achieve their version of the American Dream. Before multi-channel marketing came to fruition, a CRM was all you needed to manage your relationships and maintain good standing with your customers.
Today, relying on a CRM, one that is separate from your marketing automation solution, results in a disjointed customer experience – especially when that customer is interacting with multiple lines of business within your organization. To get it right and deliver an exceptional customer experience, you have to align your contact management and marketing and engagement in one solution.
Organizations that succeed in leveraging marketing technology solutions to humanize the customer experience – at scale – are the organizations leading the charge.
But no matter what your tech stack looks like, financial brands who work with a technology partner versus a technology vendor have a clear understanding of who their customers are and can provide them with a best-in-class experience – growing with them as their needs evolve.
Total Expert Founder and CEO Joe Welu sat down with Movement Mortgage’s Adam O’Daniel at HousingWire’s engage.marketing conference to discuss how the Total Expert Marketing Operating System® (MOS) is changing the game for lenders and other financial services organizations, what a successful partnership looks like and share a glimpse of what’s to come from Total Expert.
Plus, Movement Mortgage’s digital marketing team Mel Marsh and Jordan Schexnayder share how their top producers are leveraging the Total Expert MOS to digitally assist and enhance their day-to-day efforts.