Blog

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.

On this episode, Bill shares how he and his team created and delivered on their vision for Dart Bank to provide a modern banking experience

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

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.

In this episode, Joe Welu and James Robert Lay tackle innovation in financial services and why the topic is more relevant than ever.

In this episode, Ron Shevlin and Joe Welu tackle some of the most pressing questions and topics facing financial leaders today, from the rise and fall of consumer experience in banking to the secret sauce to customer loyalty.

Look for these three things to find a technology partner to meet all of your bank’s needs.

PrimeLending shares three ways they embrace a human-first approach with marketing automation.

Here are three ways Atlantic Bay Mortgage Group makes sure every customer receives the messages that are most impactful to them.

High-impact features empower financial institutions to drive growth and boost customer retention.

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

Customer experience upgrades have become a primary strategic objective in 2022 for banks and credit unions.

Experts have predicted that 2022 will bring a year of transition for the mortgage market – moving from a refinance market to a purchase market as rates rise. Even more challenging, the overall market is expected to soften.

Total Expert lands nearly 20 awards for organizational culture, our people, and industry innovation.