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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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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ABA Bank Marketing 2018 Key Takeaways

Posted by Total Expert Team On October 01, 2018

Last week, some of the country’s leading bank marketers gathered in Baltimore, Maryland for the ABA Bank Marketing Conference to share how...

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Four Questions to Separate Tech Partners from Tech Vendors

Posted by Total Expert Team On September 24, 2018

In a time of increasing margin compression and heightened consumer expectations, outsourcing your tech needs to a software company can accelerate...

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Gaps in Sales and Marketing Are Costing Banks and Lenders Millions

Posted by Total Expert Team On September 17, 2018

Rising rates, decreasing origination volumes and no end in sight.

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Five Reasons Banks and Mortgage Lenders Use Our Marketing Operating System

Posted by Total Expert Team On September 06, 2018

The pace of innovation in the financial services industry continues to accelerate.

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Digital Transformation is Redefining Marketing in Financial Services

Posted by Total Expert Team On August 02, 2018

Marketing technology is taking center stage in the mortgage industry's race to catch up to consumers' expectations for doing business. Lenders...

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Getting the Most Out of Your Technology Stack – Fast

Posted by Total Expert Team On July 16, 2018

Lenders, banks and financial services organizations seem to be in a perpetual state of either implementing or trying to get the most out of their ...

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Knowledge Is Power Part 2: 4 Tips to Ace Your Education-Centric Marketing Strategy

Posted by Total Expert Team On July 09, 2018

Opening your first joint checking account. 

Applying for a small business loan. 

Purchasing a new home. 

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How to Cure Shiny-Object Syndrome: Developing a Fintech Strategy for Innovation

Posted by Total Expert Team On June 25, 2018

As we near the third wave of fintech, it’s impossible not to feel its influence. Each new solution promises to support salespeople in their...

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