3 Ways Banks and Lenders Can Deepen Existing Customer Relationships

Posted by Joe Welu On January 21, 2019

In the age of the empowered consumer – a consumer with more choices than ever before – people expect a seamless journey across all channels.

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The Roadmap to Better Tech Implementation

Posted by Daniel Miedema On January 14, 2019

Every company is a technology company. Try naming one consumer service that isn’t supported by a layer of technology that was implemented to make...

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Four Top Priorities for Financial Services CMOs in 2019

Posted by Joe Welu On January 09, 2019

We’re now well into the era where marketing must be a revenue driver (not a cost center). CEOs throughout financial services expect this.

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Recruiting and Retention: Fifty-Eight Percent of Employees Say Technology Factors into Their Decision To Take a Job

Posted by Total Expert Team On January 03, 2019

Salespeople today must use technology to interact with branded content and generate a steady stream of leads.

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Banks and Lenders: How Do You Humanize Complex Financial Transactions?

Posted by Total Expert Team On December 19, 2018

Over the past month, the Total Expert team has been on the road hosting Accelerate 2019 in San Francisco, Chicago, Dallas, Charlotte and Boston.

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4 Ways Retail Banks & Lenders Can Emerge Victorious in the Amazon, Uber, Netflix Era

Posted by Total Expert Team On December 12, 2018

Customer expectations are changing faster than ever in the era of Uber, Amazon and Netflix.

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Bridging the Cultural Opportunity Along the Customer Journey in Mortgage Lending

Posted by Maria Vergara On December 04, 2018

In 2017, 46.2% of Latinos in the U.S. owned a home—more than 7 million in total. Hispanics are the only demographic to have increased their rate...

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Three Ways to Separate True Tech Partners from Mere Vendors

Posted by Total Expert Team On November 29, 2018

With better technology elevating consumer expectations every few months, there’s never been a more exciting or terrifying time for bankers and...

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The Modern Mortgage Experience - Personalize and Then Get Personal

Posted by Dave Savage On November 13, 2018

Technology automates. Humans elevate.

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Four Things That Will Set You Apart from Your Competitors

Posted by Total Expert Team On November 07, 2018

Digital transformation is changing the elements that give your organization a competitive edge in an age of unprecedented change: your people,...

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