Technology Stack Evaluation with Sue Woodard: Tech Stack or ‘Franken-Stack?’
On this episode of Expert Insights, our host Joe Welu is joined again by fintech evangelist and senior advisor for the STRATMOR Group and Total Expert.
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On this episode of Expert Insights, our host Joe Welu is joined again by fintech evangelist and senior advisor for the STRATMOR Group and Total Expert.
Joe Welu and Dan Catinella are back for part two of the growth series as they share a step-by-step approach to double down on customer loyalty and turn every originator’s database into an appreciating asset.
Total Expert’s Chief Lending Officer Dan Catinella joins Joe Welu on Expert Insights to kick off their best practices for growth series.
As financial institutions address the rising rate environment, they must re-prioritize technology to focus on customer experience and retention.
Lenders who want to survive this fluctuation need to look to referral partners as a symbiotic relationship in this competitive landscape.
Sue Woodard and Joe Welu discuss the current mindset top lenders are in, as well as the priorities and strategies for growth.
Faced with a down market, financial institutions leverage Total Expert to weather market uncertainty.
A look back and what’s next in the financial services industry.
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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.