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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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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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

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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4 Ways the CMO Role Will Change by 2020

Posted by Joe Welu On February 19, 2019

CMO responsibilties have evolved rapidly in the last two decades. Among the most recognized changes is the need to establish marketing as a...

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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...

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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.

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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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