Blog

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

3 Critical Ways to Engage Customer and Members Right Now

When people know they can rely on your brand in financial hardship, they’ll know they can…

How to Operationalize Empathy: 3 Things to Do Today

We’re living in the most customer-centric era yet, and now we’re all facing the new…

Top Strategies for Technology-Driven Member Retention and Engagement

3 strategies to leverage technology to drive member retention and improve member engagement from our…

Provide the Financial Wellness Resources for Whatever Comes Next

We’re all learning to live with uncertainty in new ways, and for many of your…

3 Strategies to Modernize Your Member Experience

Beyond digitalization, automation, and tech adoption, there are 3 key areas that credit unions can…

How Mortgage Lenders Can Educate Customers About the Steps of Their Hardship Journey

h a flood of mortgages going into forbearance during COVID-19, many borrowers are wondering what’s…

What Does the CARES Act Mean? 6 Questions for Financial Industry Leaders

In the weeks since the CARES Act passed, Americans in all industries and sectors have…

Get to the Point: Efficient Crisis Communications

There’s an abundance of daily updates about the COVID-19 crisis everywhere, from news publications to…

The Value of the Personal Touch in Emergency Communications

When there is a major national emergency, your customers or members expect to hear from…

3 Personalization Strategies of Leading Banks

In a post-COVID world, your customers will expect their bank to prioritize their financial health…

5 Things Credit Unions Should Be Communicating to Members

Built trust with frequent, helpful updates that inform, educate, and engage Members faced with the…

Total Expert Now Helps Community Banks and Credit Unions Quickly Communicate in Crisis

Total Expert Now is purpose-built for community banks and credit unions to help them better…

The Inception of Total Expert Now

Panic quickly sunk in as COVID-19 made waves around the world, leaving financial brands wondering…

5 Things Mortgage Lenders Should be Communicating to Customers

As worry mounts over the impact of the coronavirus pandemic, it’s hard for your customers…

Deploy the 3 Cs of Crisis Communications to Build Trust

If your organization didn’t have a crisis communication- plan in place, it likely does now,…

10 Questions Your Customers Have About Mortgage Loan Relief

As the unemployment rate soars and many American homeowners find themselves without a steady paycheck,…

3 Scalable Best Practices To Drive Sales Efficiencies for Loan Officers

When business is booming, it’s easy to fall into a near-sighted pattern and sacrifice the…

5 Things Banks Should be Communicating to Their Customers

We are living in unprecedented times as COVID-19 continues to impact the lives of your…

Establish Your Credit Union as a Financial First Responder

How credit unions can create financial security for members in an uncertain economy

The State of the Credit Union Marketer

There are 2 key areas where credit unions can improve member experience: access to data…

3 Ways to Empower Your Loan Officers With Customer Data

Whether your customers are applying for their first mortgage or their third, getting from pre-qualification…

How to Communicate Confidence with Banking Customers

As the COVID-19 pandemic disrupts everyone’s lives, your customers are increasingly concerned about their financial…

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…

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…