Best Practices for Maximizing Growth (Part 1): Protecting Your Pipeline and Improving Conversions
Total Expert’s Chief Lending Officer Dan Catinella joins Joe Welu on Expert Insights to kick off their best practices for growth series.
In part 1, they discuss how lenders can maximize their business and achieve optimal growth despite shrinking inventory and a heavy purchase market. Hear their advice and top strategies to unlock deal flow and the gaps organizations need to fill to maintain strong customer relationships.
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.