2020 Lessons Learned & Key Takeaways Part 3: Your Sales Strategy has to Change
Forget selling: The best run financial brands start building customers for life by building trust. Joe Welu and Sue Woodard explain why it’s important inform, educate and engage – not try to sell – in today’s complex and changing financial landscape.
Hosted By
Joe Welu
Founder & CEO
Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2015, Joe has led Total Expert’s vision, culture, and growth to nearly 300 employees today. The company powers CRM, marketing, and customer engagement for more than 150 companies—from leading community banks and credit unions, to 3 of the nation’s top 10 banks, and 9 of the top 15 mortgage lenders. Total Expert’s growth has skyrocketed since its inception; in 2020 alone, it ranked No. 17 in the Inc. 5000 Most Successful Companies in the Midwest, No. 3 in the Minneapolis/St. Paul Business Journal’s 2020 Fast 50, and No. 82 in the Deloitte Tech Fast 500.