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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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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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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