[Nasdaq] Embracing Agility: Case for Shifting Banking Focus to Quarterly Projects During Budget Season
To achieve long-term growth and stability, it’s time for banks and credit unions to focus on speed, agility, and short-term planning.
Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
To achieve long-term growth and stability, it’s time for banks and credit unions to focus on speed, agility, and short-term planning.
In just one year, Total Expert Customer Intelligence has helped modern banks, credit unions, and lenders drive growth and uncover opportunities they didn’t even know existed.
Barbenheimer was the perfect example of how to disrupt an industry and find success by embracing unexpected business strategies and communication tactics. Here’s what the FinServ industry could learn from it.
Total Expert Customer Intelligence helps lenders efficiently uncover and close the ripe mortgage opportunities hiding in their databases.
Total Expert Customer Intelligence helps lenders efficiently uncover and close the ripe mortgage opportunities hiding in their databases.
Total Expert’s General Manager of Banking, James White, wrote an article for Nasdaq to discuss why financial institutions that fail to look at ROI through a strategic lens could be significantly jeopardizing their long-term growth.
Let’s explore the new CMS rule changes, the implications they’ll have on marketing collateral and participant communications, and the importance of remaining compliant in the Medicare marketing landscape.
Total Expert Customer Intelligence can help loan officers identify the best, most advantageous time to proactively engage with borrowers about how they can take advantage of the equity in their home.
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Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform 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.