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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Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 1

Posted by Total Expert Team On May 23, 2019

Financial services organizations are racing to modernize the customer or member journey to meet evolving consumer expectations.

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Gaining Momentum – and Customers or Members for Life – with Flywheel Marketing

Posted by Total Expert Team On May 13, 2019

It’s a huge win when a consumer makes their first transaction to become a customer or member of your financial brand.

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How CMOs Can Attract & Retain Creative Data Experts

Posted by Joe Welu On May 07, 2019

I’ve been making the case here for a while that the role of the CMO is changing in the financial services industry.

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Key Alliances for Tomorrow's CMO

Posted by Total Expert Team On April 30, 2019

As we’ve mentioned here before, the role of the financial services CMO is evolving.

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