Expert Blog

Gaps in Sales and Marketing Are Costing Banks and Lenders Millions

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

Empower Loan Officers to Drive Your Digital-First Organization

The only way to become a truly digital organization is to empower your loan officers to be at the forefront of transformation.

5 Reasons Banks and Mortgage Lenders Use Our Marketing Operating System

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

The Customer Journey: Then and Now

In the past, when our grandparents wanted to buy their first home, they went down to the local bank and sat down face to face with a loan officer.

Marketing Automation Empowers Loan Officers to Build Customers for Life

You can just focus on the transaction and have a customer for a day or you can offer so much value – via personalized touchpoints, ongoing...

Digital Transformation is Redefining Marketing in Financial Services

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

Getting the Most Out of Your Technology Stack – Fast

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 ...

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

Opening your first joint checking account. 

Applying for a small business loan. 

Purchasing a new home. 

Knowledge Is Power: Using  Education-Centric  Marketing to Build Authority  in Mortgage Lending and Banking

Trust doesn’t come easy in a world with constant access to knowledge – and financial organizations often face more skepticism than most.

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

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...