Create an Ecosystem of Products and Services
If a new bank or credit union offered you a better savings interest rate, a slicker app and a few compelling credit card products, would you...
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Four Reasons Your Bank Needs a Marketing Operating System
Updating legacy systems and processes to improve the customer experience has never been more important than it is today.
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Humanization vs. Personalization: What's the Difference?
Financial services organizations taking a customer-centric approach are quickly setting themselves apart from competitors.
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Master Customer Touchpoints Across the Customer Journey
Every time someone comes in contact with your brand, their experience should be excellent; customers should know and trust your brand.
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Digital Banking: If You Build It They Will Come... Won't They?
Since they’ve grown up in the age of technology, it’s fair to assume digital banking would appeal to Millennials and Gen Z.
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Mortgage Impact Podcast with Total Expert Founder and CEO Joe Welu
Most lenders have one goal in mind: help their customers achieve their version of the American Dream.
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Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 2
Financial services organizations are racing to modernize the customer or member journey to meet evolving consumer expectations.
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Close More Loans: Send the Right Message at the Right Time with the Total Expert and Blend Two-Way Integration
You’ve probably applied for a loan at some point in your life - a car, college, your first home. Thinking back, what stands out to you about the...
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Bank Marketing Pitfalls Part 3: The Dangers of Organizational Silos and Changing Too Much Too Quickly
Banking isn’t what it used to be. And how banks market to their customers – in a way that provides convenience, value and humanization – is...
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Bank Marketing Pitfalls Part 2: Metrics You’re Not Tracking and Inconsistent Brand Experience
Rising demand has changed the way financial brands approach customer or member engagement.
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