Blog

Risks To Avoid When Buying Engagement Tech

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.

Learn More

2022 Expy Awards Highlight: The Modernizer – American Pacific Mortgage

American Pacific Mortgage takes home The Modernizer Award during the 2022 Expy Awards.

Learn More

How to Motivate Employees to Embrace New Technologies

Sue Woodard shares her three tips to encourage technology adoption to navigate the current market and stand out amongst the competition.

Learn More

Succeeding in the Modern Era of Banking

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.

Learn More

Top Credit Unions Thrive on Member Relationships

Look no further credit union leaders, every major tactical contributor to high performance is about member relationships – their depth, profitability, and efficiency.

Learn More

2022 Expy Awards Highlight: The Game Changer – Mortgage Investors Group

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.”

Learn More

The Time is NOW to Assess Your Digital Adoption Plans

Sue Woodard offers insight on embracing technology to fuel LO success.

Learn More

Financial Institutions Not Delivering the Experience Consumers Demand

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.

Learn More

Deposits: The Next Banking Refinance Boom

Significant profit growth awaits financial institutions that engage depositors with information and new approaches amidst looming deposit pricing pressures.

Learn More

Unlocking Value with Financial Health and Wellness

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.

Learn More

2022 Expy Awards Highlight: The Adopter – Mountain West Financial

Laura Martell from Mountain West Financial shares how they achieve strong adoption rates of the Total Expert platform.

Learn More

Jay Baer Challenged Total Expert Customers to Transform Their CX in Three Ways in Q3. Here’s How a Few Are Responding.

There’s no question about the fact that Total Expert knows how to throw an epic party! Accelerate was

Learn More

Ranking Purchase Markets, 2022-2023 Projected in Top 5

The mortgage market is returning to reality as lenders have known it for decades: 2022 and 2023 are among the strongest purchase markets in recent history.

Learn More

HELOC Market Heats Up with New IMB Offerings

Drawn by the opportunity to serve homeowner equity, independent mortgage lenders are launching digital-based offerings for home equity lines of credit (HELOC) this year.

Learn More

How Data Allows Banks To Access Hundreds of New Mortgages

Consumers research mortgage options online first. Afterward, they want quick access to a loan officer. Here’s how to serve them as they engage your bank or credit union.

Learn More

Accelerate 2022: Taking a Human-First Approach To Customer Success

Total Expert Founder and CEO Joe Welu shares three things lenders must do to build healthy customer relationships.

Learn More

Banking Cross-Sell [Part 1]: The Value of Engaged Customers

Competition has never been greater for banks and credit unions. Growth lies in deepening banking relationships by ‘fully engaging’ customers or members.

Learn More

Banking Cross-Sell [Part 2]: How Consumers Engage

To earn more business from current customers or members, banks and credit unions must identify their most influential information sources for converting the ‘pondering’ customer into a ‘sold’ customer.

Learn More

Expert Insights: Is FinTech Softening? The State of the Financial Services Market in 2022 with Jason Henrichs

Jason Henrichs shares his view on the state of the financial services market, how banks need a cultural growth mindset, and how Alloy Labs helps organizations evolve into new business models.

Learn More

Top 3 Takeaways from Accelerate 2022

Read on for the top three highlights from Accelerate and get a glimpse of what was covered.

Learn More

Expert Insights: A Customer-First Culture for Modern Lenders with Steve Jacobson

Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.

Learn More

Experts Insights: Being Comfortable in the Uncomfortable with Melissa Wright

Melissa Wright of American Pacific Mortgage joins Expert Insights to share her entrepreneurial journey.

Learn More

How Total Expert’s New Data Integrations and Insights Power the Customer Journey

Meet the latest integrations and platform enhancements available in the Total Expert platform.

Learn More

How Technology Can Help Solve Lenders’ Biggest Challenges

Total Expert’s own Josh Lehr shares LO retention strategies on the Lykken on Lending podcast. Read more.

Learn More

Risks To Avoid When Buying Engagement Tech

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.

Learn More

2022 Expy Awards Highlight: The Modernizer – American Pacific Mortgage

American Pacific Mortgage takes home The Modernizer Award during the 2022 Expy Awards.

Learn More

How to Motivate Employees to Embrace New Technologies

Sue Woodard shares her three tips to encourage technology adoption to navigate the current market and stand out amongst the competition.

Learn More

Succeeding in the Modern Era of Banking

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.

Learn More

Top Credit Unions Thrive on Member Relationships

Look no further credit union leaders, every major tactical contributor to high performance is about member relationships – their depth, profitability, and efficiency.

Learn More

2022 Expy Awards Highlight: The Game Changer – Mortgage Investors Group

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.”

Learn More

The Time is NOW to Assess Your Digital Adoption Plans

Sue Woodard offers insight on embracing technology to fuel LO success.

Learn More

Financial Institutions Not Delivering the Experience Consumers Demand

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.

Learn More

Deposits: The Next Banking Refinance Boom

Significant profit growth awaits financial institutions that engage depositors with information and new approaches amidst looming deposit pricing pressures.

Learn More

Unlocking Value with Financial Health and Wellness

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.

Learn More

2022 Expy Awards Highlight: The Adopter – Mountain West Financial

Laura Martell from Mountain West Financial shares how they achieve strong adoption rates of the Total Expert platform.

Learn More

Jay Baer Challenged Total Expert Customers to Transform Their CX in Three Ways in Q3. Here’s How a Few Are Responding.

There’s no question about the fact that Total Expert knows how to throw an epic party! Accelerate was

Learn More

Ranking Purchase Markets, 2022-2023 Projected in Top 5

The mortgage market is returning to reality as lenders have known it for decades: 2022 and 2023 are among the strongest purchase markets in recent history.

Learn More

HELOC Market Heats Up with New IMB Offerings

Drawn by the opportunity to serve homeowner equity, independent mortgage lenders are launching digital-based offerings for home equity lines of credit (HELOC) this year.

Learn More

How Data Allows Banks To Access Hundreds of New Mortgages

Consumers research mortgage options online first. Afterward, they want quick access to a loan officer. Here’s how to serve them as they engage your bank or credit union.

Learn More

Accelerate 2022: Taking a Human-First Approach To Customer Success

Total Expert Founder and CEO Joe Welu shares three things lenders must do to build healthy customer relationships.

Learn More

Banking Cross-Sell [Part 1]: The Value of Engaged Customers

Competition has never been greater for banks and credit unions. Growth lies in deepening banking relationships by ‘fully engaging’ customers or members.

Learn More

Banking Cross-Sell [Part 2]: How Consumers Engage

Learn More

Expert Insights: Is FinTech Softening? The State of the Financial Services Market in 2022 with Jason Henrichs

Jason Henrichs shares his view on the state of the financial services market, how banks need a cultural growth mindset, and how Alloy Labs helps organizations evolve into new business models.

Learn More

Top 3 Takeaways from Accelerate 2022

Read on for the top three highlights from Accelerate and get a glimpse of what was covered.

Learn More

Expert Insights: A Customer-First Culture for Modern Lenders with Steve Jacobson

Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.

Learn More

Experts Insights: Being Comfortable in the Uncomfortable with Melissa Wright

Melissa Wright of American Pacific Mortgage joins Expert Insights to share her entrepreneurial journey.

Learn More

How Total Expert’s New Data Integrations and Insights Power the Customer Journey

Meet the latest integrations and platform enhancements available in the Total Expert platform.

Learn More

How Technology Can Help Solve Lenders’ Biggest Challenges

Total Expert’s own Josh Lehr shares LO retention strategies on the Lykken on Lending podcast. Read more.

Learn More

Risks To Avoid When Buying Engagement Tech

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.

Learn More

2022 Expy Awards Highlight: The Modernizer – American Pacific Mortgage

American Pacific Mortgage takes home The Modernizer Award during the 2022 Expy Awards.

Learn More

How to Motivate Employees to Embrace New Technologies

Sue Woodard shares her three tips to encourage technology adoption to navigate the current market and stand out amongst the competition.

Learn More

Succeeding in the Modern Era of Banking

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.

Learn More

Top Credit Unions Thrive on Member Relationships

Look no further credit union leaders, every major tactical contributor to high performance is about member relationships – their depth, profitability, and efficiency.

Learn More

2022 Expy Awards Highlight: The Game Changer – Mortgage Investors Group

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.”

Learn More

The Time is NOW to Assess Your Digital Adoption Plans

Sue Woodard offers insight on embracing technology to fuel LO success.

Learn More

Financial Institutions Not Delivering the Experience Consumers Demand

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.

Learn More

Deposits: The Next Banking Refinance Boom

Significant profit growth awaits financial institutions that engage depositors with information and new approaches amidst looming deposit pricing pressures.

Learn More

Unlocking Value with Financial Health and Wellness

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.

Learn More

2022 Expy Awards Highlight: The Adopter – Mountain West Financial

Laura Martell from Mountain West Financial shares how they achieve strong adoption rates of the Total Expert platform.

Learn More

Jay Baer Challenged Total Expert Customers to Transform Their CX in Three Ways in Q3. Here’s How a Few Are Responding.

There’s no question about the fact that Total Expert knows how to throw an epic party! Accelerate was

Learn More

Ranking Purchase Markets, 2022-2023 Projected in Top 5

The mortgage market is returning to reality as lenders have known it for decades: 2022 and 2023 are among the strongest purchase markets in recent history.

Learn More

HELOC Market Heats Up with New IMB Offerings

Drawn by the opportunity to serve homeowner equity, independent mortgage lenders are launching digital-based offerings for home equity lines of credit (HELOC) this year.

Learn More

How Data Allows Banks To Access Hundreds of New Mortgages

Consumers research mortgage options online first. Afterward, they want quick access to a loan officer. Here’s how to serve them as they engage your bank or credit union.

Learn More

Accelerate 2022: Taking a Human-First Approach To Customer Success

Total Expert Founder and CEO Joe Welu shares three things lenders must do to build healthy customer relationships.

Learn More

Banking Cross-Sell [Part 1]: The Value of Engaged Customers

Competition has never been greater for banks and credit unions. Growth lies in deepening banking relationships by ‘fully engaging’ customers or members.

Learn More

Banking Cross-Sell [Part 2]: How Consumers Engage

Learn More

Expert Insights: Is FinTech Softening? The State of the Financial Services Market in 2022 with Jason Henrichs

Jason Henrichs shares his view on the state of the financial services market, how banks need a cultural growth mindset, and how Alloy Labs helps organizations evolve into new business models.

Learn More

Top 3 Takeaways from Accelerate 2022

Read on for the top three highlights from Accelerate and get a glimpse of what was covered.

Learn More

Expert Insights: A Customer-First Culture for Modern Lenders with Steve Jacobson

Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.

Learn More

Experts Insights: Being Comfortable in the Uncomfortable with Melissa Wright

Melissa Wright of American Pacific Mortgage joins Expert Insights to share her entrepreneurial journey.

Learn More

How Total Expert’s New Data Integrations and Insights Power the Customer Journey

Meet the latest integrations and platform enhancements available in the Total Expert platform.

Learn More

How Technology Can Help Solve Lenders’ Biggest Challenges

Total Expert’s own Josh Lehr shares LO retention strategies on the Lykken on Lending podcast. Read more.

Learn More

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