Headline Hype Aside, Here Are 2022-23 Inflation & Rate Endgames
Julian Hebron, founder of The Basis Point, sheds light on the recent headlines around inflation, rate spikes, and more.
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Julian Hebron, founder of The Basis Point, sheds light on the recent headlines around inflation, rate spikes, and more.
CIVIC Financial Services shares three ways they leverage Total Expert to increase customer retention.
Nearly two years after COVID-19 rocked the world, many have found (and still find) themselves trying to get back on their feet. If there was ever a time to lend a helping hand to a neighbor, friend, or stranger, it’s now.
U.S. homeowners now have access to an average of $178,000 in tappable equity.1 Now, though, with rising rates anticipated to curb home prices, and thereby equity, consumer urgency is building for home equity lines of credit (HELOC).
Total Expert earns coveted positions in four of G2’s 2022 Winter Reports.
The first meeting of our inaugural Customer Advisory Board took place in Minneapolis at the end of 2021. Read on for the key themes and insights we gathered from our customers.
We’ve noticed a lot of discussion in the mortgage industry around loan originator success – especially retaining those experienced, purchase-orientated lenders who know the market
Customer experience upgrades have become a primary strategic objective in 2022 for banks and credit unions.
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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.