Blog

Level up with actionable tips and thought leadership for your financial brand

Win More Business and Reclaim Valuable Selling Time with Focused View Feature

As a financial sales pro, you need to focus on the highest priorities and best use…

Bank Customer Onboarding - Top Strategies

The primary goal of the onboarding process is to provide an exceptional customer experience.

How to Create an Adoption Plan for Your New Marketing Operating System

It’s been an exciting time at Stearns Lending since we launched the Total Expert Marketing…

3 Brands Crushing Their Customer Experience and What You Can Learn from Them

Customers aren’t sizing your financial brand up against other banks or credit unions, they’re sizing…

How to Calculate the ROI of Your Marketing Operating System

With the increasing, and fast-paced, digitization of the financial space, there’s a lot at stake…

Three Personalization Fails that Dehumanize Your Financial Brand

If your financial brand is succeeding in 2019, it’s likely you’re taking steps to personalize…

Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 4

Financial services organizations are racing to modernize the customer or member journey and create relationships…

Rethink Your Consumer Personas in the Financial Services Industry

Banks and credit unions can no longer target campaigns to “Millennial Mary” or “Boomer Bob”…

Attract New Customers or Members but Keep the Old with Proven Strategies from Data and Behavioral Science Experts

Banking used to be a primarily relationship-based model. Consumers would stay with the same bank…

Transform Your Relationship Managers’ Ability to Become a Lifelong Financial Partner

A few generations ago, it was normal for consumers to consider their financial institution a…

Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 3

Financial services organizations are racing to modernize the customer or member journey to meet evolving…

Create an Ecosystem of Products and Services

If a new bank or credit union offered you a better savings interest rate, a…

Four Reasons Your Bank Needs a Marketing Operating System

Updating legacy systems and processes to improve the customer experience has never been more important…

Humanization vs. Personalization What's the Difference?

Financial services organizations taking a customer-centric approach are quickly setting themselves apart from competitors.

Master Customer Touchpoints Across the Customer Journey

Every time someone comes in contact with your brand, their experience should be excellent; customers…

Digital Banking: If You Build It They Will Come... Won't They?

Since they’ve grown up in the age of technology, it’s fair to assume digital banking…

Mortgage Impact Podcast with Total Expert Founder and CEO Joe Welu

Most lenders have one goal in mind: help their customers achieve their version of the…

Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 2

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

Close More Loans: Send the Right Message at the Right Time with the Total Expert and Blend Two-Way Integration

You’ve probably applied for a loan at some point in your life – a car,…

Bank Marketing Pitfalls Part 3: The Dangers of Organizational Silos and Changing Too Much Too Quickly

Banking isn’t what it used to be. And how banks market to their customers –…

Inspire a Customer-Centric Culture from the Top Down

The strongest organizations keep people at the center of everything they do and value their…

Bank Marketing Pitfalls Part 2: Metrics You’re Not Tracking and Inconsistent Brand Experience

Rising demand has changed the way financial brands approach customer or member engagement. Banks and…

Are You in the Mortgage Business or the American Dream Business: How to Be More Human in Your Marketing 

The average homebuyer doesn’t dream of having a mortgage, they dream of owning a home. …

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

Financial services organizations are racing  to modernize the customer or member journey to meet evolving consumer expectations. They are also working to give…

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

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

How CMOs Can Attract & Retain Creative Data Experts

I’ve been making the case here for a while that the role of the CMO is…

Key Alliances for Tomorrow's CMO

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

Key Takeaways from the Financial Brand’s Forum Conference: Put Humanity Back in Banking

Ten years ago, the country faced the worst financial crisis since the Great Depression. Consumers were apathetic and lacked trust in…

Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas

Completing the first mortgage transaction with a new customer is an achievement and – what…

Modern Banking: Anticipate, Educate & Advise to Cultivate Customers for Life

Although consumers can find just about anything they need with a simple Google search, seventy-eight…

Bank Marketing Pitfalls Part 1: Failure to Define Customer Personas & Remove Data Silos

Banks are continually evolving to leverage new technology and meet rising consumer expectations for convenience,…

Top Strategies for Driving Adoption of the Total Expert MOS

Implementing a new technology solution can make or break an organization. Mortgage loan officers (MLOs) are…

Funnel vs. Flywheel: Everything Modern Bank Marketers Need to Know

Today’s customer cannot simply be passed from inquiry to transaction using the same generic messaging time and time again, only to fall through…

Brand Building That Gives Customers What They Want

Modern customers are savvy adopters of anything that makes their lives simpler or adds value.…

3 Growth Opportunities Most Financial Services CMOs Haven’t Tapped

We recently wrote about four top priorities that financial services CMOs have on their plates in 2019:…

Bridging the Gap Between Technology and Trust

Mortgage lenders once attracted a new customer and maintained that relationship with face-to-face engagement through…

How Modern Marketing Has Changed Banking Forever

Everywhere you look, change is in the air: new channels, new technology, more data, increased…

New, Intuitive Total Expert UI Enhances User Experience

Empowering leading banks and lenders to stay hyperconnected with their customers, prospects and partners starts…

4 Ways the CMO Role Will Change by 2020

CMO responsibilties have evolved rapidly in the last two decades. Among the most recognized changes…

How to Turn Your Salespeople into Relationship Managers

Technology can empower your salespeople to do a lot of things, but another canned email…

More Transactions, Less Transactional Selling

Today’s buyers are more informed than they used to be. The act of completing a…

Leverage Data to Humanize the Customer Experience and Grow Revenue

The fintech market is flooded with valuable consumer information, as global data volume has increased 700…

3 Ways Banks and Lenders Can Deepen Existing Customer Relationships

In the age of the empowered consumer – a consumer with more choices than ever…

The Roadmap to Better Tech Implementation

Every company is a technology company. Try naming one consumer service that isn’t supported by…

Four Top Priorities for Financial Services CMOs in 2019

We’re now well into the era where marketing must be a revenue driver (not a…

Recruiting and Retention: Fifty-Eight Percent of Employees Say Technology Factors into Their Decision To Take a Job

Salespeople today must use technology to interact with branded content and generate a steady stream…

Banks and Lenders: How Do You Humanize Complex Financial Transactions?

Over the past month, the Total Expert team has been on the road hosting Accelerate…

4 Ways Retail Banks & Lenders Can Emerge Victorious in the Amazon, Uber, Netflix Era

Customer expectations are changing faster than ever in the era of Uber, Amazon and Netflix. These…

Bridging the Cultural Opportunity Along the Customer Journey in Mortgage Lending

In 2017, 46.2% of Latinos in the U.S. owned a home—more than 7 million in total.…