Looking Back at 2022: Financial Institutions Leverage Total Expert to Weather Market Uncertainty
Faced with a down market, financial institutions leverage Total Expert to weather market uncertainty.
Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
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.
In this episode, Allan shares his journey with Encore Bank, as well as how banks can navigate ever-changing markets while building lifetime relationships through the power of innovative technology solutions.
As rates spur increased interest in deposit products, here’s how credit unions can help members reach their financial goals through education and options, and remain – or become – their permanent financial home.
Mortgage industry circumstances may change rapidly, but consumers remain uncertain or mistaken about key aspects of home finance. Brand loyalty and repeat business await lenders that serve them now with education.
Did you know more than one-third of homebuyers don’t shop around for their mortgage? Many prospective borrowers feel overwhelmed by the process.
Total Expert’s Joe Welu joined Brittany Hodak on the Creating Superfans Podcast to discuss how to balance technology with empathy to power meaningful customer experiences.
Total Expert’s VP of Engineering, Kevin Dotzenrod, was recently featured on the Tech Trek podcast where he discusses imposter syndrome in the workplace.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.