How to Motivate Employees to Embrace New Technologies
Implementing a new technology or process during uncertain economic times might seem counterintuitive. However, improving internal workflows to be more efficient and effective is precisely
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Implementing a new technology or process during uncertain economic times might seem counterintuitive. However, improving internal workflows to be more efficient and effective is precisely
Growth is the key driver of high performance for credit unions, according to analysis by Raddon. No big surprise there for any financial leader, but
“At Mortgage Investors Group, our main priority is improving the customer’s homebuying experience. With the help of Total Expert, we’ve been able to establish a
By Sue Woodard, Senior Advisor, Total Expert Rising interest rates have dramatically shifted market dynamics in the mortgage industry. Demand for new loans has dipped
The widespread adoption of digital banking technology has not erased the long-running gap between the experience financial institutions believe they deliver and the perception of
As depositors consider economic risks, and as significant Federal Reserve rate increases lure treasury managers to assess their returns, financial institutions must engage depositors with
There’s no question about the fact that Total Expert knows how to throw an epic party! Accelerate was amazing, from top to bottom. As an attendee, my only
Lenders are feeling the shift away from rate-induced boom times in mortgage. The total number of mortgage applications is down 57.6% as of July 8,
Drawn by the opportunity to serve homeowner equity, independent mortgage lenders are launching digital-based offerings for home equity lines of credit (HELOC) this year. HELOCs
Consumers research mortgage options online first. Afterward, they want quick access to a loan officer. Here’s how to serve them as they engage your bank or credit union.
Total Expert Founder and CEO Joe Welu shares three things lenders must do to build healthy customer relationships.
Competition has never been greater for banks and credit unions. Growth lies in deepening banking relationships by ‘fully engaging’ customers or members.
To earn more business from current customers or members, banks and credit unions must identify their most influential information sources for converting the ‘pondering’ customer into a ‘sold’ customer.
Jason Henrichs shares his view on the state of the financial services market, how banks need a cultural growth mindset, and how Alloy Labs helps organizations evolve into new business models.
Read on for the top three highlights from Accelerate and get a glimpse of what was covered.
Meet the latest integrations and platform enhancements available in the Total Expert platform.
Total Expert’s own Josh Lehr shares LO retention strategies on the Lykken on Lending podcast. Read more.
In the Spring 2022 reports from G2, Total Expert was recognized as a Leader across four categories based on customer reviews.
James Robert Lay of the Digital Growth Institute shares his four steps to create the future with confidence.
In this week’s show, we look at what inflation headlines and rate increases mean for the lending industry and how business leaders can optimize budgets and drive conversion in the current increasingly competitive business climate.
Since the early days of digital marketing, financial brands have relied on three primary channels to drive traffic to their website to generate and nurture leads for prospective loans and deposits.
Accelerate 2022 will be Total Expert’s biggest customer event yet. Accelerate 2022 is a global customer conference that brings the Total Expert community together for two days
Will the 2022 inflation spike kill the economy for consumers? Short answer: no. Read more in this blog post from The Basis Point’s Julian Hebron.
Read on for Tony Thompson’s insights on marketing to minorities and women.
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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.