How to Turn Your Salespeople into Relationship Managers

Posted by Lori Day On February 13, 2019

Technology can empower your salespeople to do a lot of things, but another canned email won’t build a roster of referral partners that will help...

Read More

More Transactions, Less Transactional Selling

Posted by Total Expert Team On February 06, 2019

Today’s buyers are more informed than they used to be. The act of completing a transaction can be done in the palm of their hands with the click...

Read More

Leverage Data to Humanize the Customer Experience and Grow Revenue

Posted by Total Expert Team On January 30, 2019

The fintech market is flooded with valuable consumer information, as global data volume has increased 700 percent since 2012.

Read More

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.

Read More

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...

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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...

Read More

SIGN UP TODAY!

Featured Download

Recent Posts