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Breaking up with a bank or credit union used to be so much harder. Opening a new account was just as bothersome. Now, technology will make it easier than ever before for consumers to find a new financial home.
Banking leaders increased budgeting for technology by a median of 11% in 2022. Here’s how it will affect deposit competition in 2023.
Guaranteed Rate has more loan officers in the top 100 than any other company. Andrew Pohlmann, EVP of marketing
Traci Huntemann-Piatt joins Joe Welu on Expert Insights to share her tips for navigating the market and how leveraging data has been a game-changer for Envoy Mortgage.
Total Expert’s Dan Catinella was featured on the Fintech Hunting podcast to discuss the importance of technology and lending for loan officers.
Real estate agents want more than free lunches from mortgage lenders—they want referrals and customers for life.
It’s engagement, not engagement platforms, that grow banking relationships. Focus on the interactions that matter and use them to define how you buy technology.
Learn what landed Catherine Moore of United Community Bank Mortgage Services The Journey Wiz Expy Award at Total Expert’s annual customer conference.
Dan Catinella joins Joe Welu on Expert Insights to shares his view on the state of the market, the future of homeownership, and how to remain nimble.
See why Total Expert’s Customer Intelligence solution was deemed the winner of the Innovation Challenge at the 2022 Digital Mortgage Conference.
Total Expert Chief Lending Officer Dan Catinella shares how lenders can grow their customer base while developing digital products for existing customers.
Learn what landed Assurance Financial the 2022 Technology Trailblazer Expy Award at Total Expert’s annual customer conference.
Banking institutions used to buy generic engagement platforms made for any business, betting they could develop it into a growth tool. They no longer need to take that risk.
American Pacific Mortgage takes home The Modernizer Award during the 2022 Expy Awards.
Sue Woodard shares her three tips to encourage technology adoption to navigate the current market and stand out amongst the competition.
In this episode of Expert Insights, Joe Welu and Lance Lemoine discuss how to focus on service and stay relevant in an ever-changing market.
Look no further credit union leaders, every major tactical contributor to high performance is about member relationships – their depth, profitability, and efficiency.
For its commitment to using data and insights to drive meaningful organizational change, Mortgage Investors Group is the recipient of Total Expert’s 2022 Expy Award for “The Game Changer.”
Sue Woodard offers insight on embracing technology to fuel LO success.
Research shows that financial marketers are missing the mark on what consumers want, focusing on product and price as opposed to genuinely understanding their needs.
Significant profit growth awaits financial institutions that engage depositors with information and new approaches amidst looming deposit pricing pressures.
Brian Vieaux of FinLocker joined Joe Welu on the Expert Insights podcast to discuss giving consumers power over their own data to prepare for homeownership.
Laura Martell from Mountain West Financial shares how they achieve strong adoption rates of the Total Expert platform.
There’s no question about the fact that Total Expert knows how to throw an epic party! Accelerate was
Breaking up with a bank or credit union used to be so much harder. Opening a new account was just as bothersome. Now, technology will make it easier than ever before for consumers to find a new financial home.
Banking leaders increased budgeting for technology by a median of 11% in 2022. Here’s how it will affect deposit competition in 2023.
Guaranteed Rate has more loan officers in the top 100 than any other company. Andrew Pohlmann, EVP of marketing
Traci Huntemann-Piatt joins Joe Welu on Expert Insights to share her tips for navigating the market and how leveraging data has been a game-changer for Envoy Mortgage.
Total Expert’s Dan Catinella was featured on the Fintech Hunting podcast to discuss the importance of technology and lending for loan officers.
Real estate agents want more than free lunches from mortgage lenders—they want referrals and customers for life.
It’s engagement, not engagement platforms, that grow banking relationships. Focus on the interactions that matter and use them to define how you buy technology.
Learn what landed Catherine Moore of United Community Bank Mortgage Services The Journey Wiz Expy Award at Total Expert’s annual customer conference.
Dan Catinella joins Joe Welu on Expert Insights to shares his view on the state of the market, the future of homeownership, and how to remain nimble.
See why Total Expert’s Customer Intelligence solution was deemed the winner of the Innovation Challenge at the 2022 Digital Mortgage Conference.
Total Expert Chief Lending Officer Dan Catinella shares how lenders can grow their customer base while developing digital products for existing customers.
Learn what landed Assurance Financial the 2022 Technology Trailblazer Expy Award at Total Expert’s annual customer conference.
Banking institutions used to buy generic engagement platforms made for any business, betting they could develop it into a growth tool. They no longer need to take that risk.
American Pacific Mortgage takes home The Modernizer Award during the 2022 Expy Awards.
Sue Woodard shares her three tips to encourage technology adoption to navigate the current market and stand out amongst the competition.
In this episode of Expert Insights, Joe Welu and Lance Lemoine discuss how to focus on service and stay relevant in an ever-changing market.
Look no further credit union leaders, every major tactical contributor to high performance is about member relationships – their depth, profitability, and efficiency.
For its commitment to using data and insights to drive meaningful organizational change, Mortgage Investors Group is the recipient of Total Expert’s 2022 Expy Award for “The Game Changer.”
Sue Woodard offers insight on embracing technology to fuel LO success.
Research shows that financial marketers are missing the mark on what consumers want, focusing on product and price as opposed to genuinely understanding their needs.
Significant profit growth awaits financial institutions that engage depositors with information and new approaches amidst looming deposit pricing pressures.
Brian Vieaux of FinLocker joined Joe Welu on the Expert Insights podcast to discuss giving consumers power over their own data to prepare for homeownership.
Laura Martell from Mountain West Financial shares how they achieve strong adoption rates of the Total Expert platform.
There’s no question about the fact that Total Expert knows how to throw an epic party! Accelerate was
Breaking up with a bank or credit union used to be so much harder. Opening a new account was just as bothersome. Now, technology will make it easier than ever before for consumers to find a new financial home.
Banking leaders increased budgeting for technology by a median of 11% in 2022. Here’s how it will affect deposit competition in 2023.
Guaranteed Rate has more loan officers in the top 100 than any other company. Andrew Pohlmann, EVP of marketing
Traci Huntemann-Piatt joins Joe Welu on Expert Insights to share her tips for navigating the market and how leveraging data has been a game-changer for Envoy Mortgage.
Total Expert’s Dan Catinella was featured on the Fintech Hunting podcast to discuss the importance of technology and lending for loan officers.
Real estate agents want more than free lunches from mortgage lenders—they want referrals and customers for life.
It’s engagement, not engagement platforms, that grow banking relationships. Focus on the interactions that matter and use them to define how you buy technology.
Learn what landed Catherine Moore of United Community Bank Mortgage Services The Journey Wiz Expy Award at Total Expert’s annual customer conference.
Dan Catinella joins Joe Welu on Expert Insights to shares his view on the state of the market, the future of homeownership, and how to remain nimble.
See why Total Expert’s Customer Intelligence solution was deemed the winner of the Innovation Challenge at the 2022 Digital Mortgage Conference.
Total Expert Chief Lending Officer Dan Catinella shares how lenders can grow their customer base while developing digital products for existing customers.
Learn what landed Assurance Financial the 2022 Technology Trailblazer Expy Award at Total Expert’s annual customer conference.
Banking institutions used to buy generic engagement platforms made for any business, betting they could develop it into a growth tool. They no longer need to take that risk.
American Pacific Mortgage takes home The Modernizer Award during the 2022 Expy Awards.
Sue Woodard shares her three tips to encourage technology adoption to navigate the current market and stand out amongst the competition.
In this episode of Expert Insights, Joe Welu and Lance Lemoine discuss how to focus on service and stay relevant in an ever-changing market.
Look no further credit union leaders, every major tactical contributor to high performance is about member relationships – their depth, profitability, and efficiency.
For its commitment to using data and insights to drive meaningful organizational change, Mortgage Investors Group is the recipient of Total Expert’s 2022 Expy Award for “The Game Changer.”
Sue Woodard offers insight on embracing technology to fuel LO success.
Research shows that financial marketers are missing the mark on what consumers want, focusing on product and price as opposed to genuinely understanding their needs.
Significant profit growth awaits financial institutions that engage depositors with information and new approaches amidst looming deposit pricing pressures.
Brian Vieaux of FinLocker joined Joe Welu on the Expert Insights podcast to discuss giving consumers power over their own data to prepare for homeownership.
Laura Martell from Mountain West Financial shares how they achieve strong adoption rates of the Total Expert platform.
There’s no question about the fact that Total Expert knows how to throw an epic party! Accelerate was
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Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
