Create an Ecosystem of Products and Services

Posted by Total Expert Team On August 16, 2019

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 switch?

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Four Reasons Your Bank Needs a Marketing Operating System

Posted by Matthew Noyes On August 07, 2019

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?

Posted by Total Expert Team On July 31, 2019

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

Posted by Total Expert Team On July 25, 2019

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?

Posted by Heather Dodgers-Rubash On July 17, 2019

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

Posted by Total Expert Team On July 11, 2019

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

Posted by Total Expert Team On July 10, 2019

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

Posted by Matthew Noyes On June 28, 2019

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

Posted by Joe Welu On June 19, 2019

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

Posted by Joe Welu On June 06, 2019

Rising demand has changed the way financial brands approach customer or member engagement. 

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