
Direct-to-Consumer Lending: It’s Time to Up Your Game—Here’s How
In the first half of 2021, a record number of consumers pounced upon fleeting, historically low interest rates
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In the first half of 2021, a record number of consumers pounced upon fleeting, historically low interest rates
Customer experience (CX) has long been the cornerstone of customer retention in banking. Trust and personal connection have
Total Expert Customer Experience Consultant J.J. Slygh was featured in The Financial Brand for tips on enriching digital
A practical starting place for customer experience in a (dis)connected world Is the world more connected today than it was 12
Three strategies to maximize customer retention The unprecedented, pandemic-related events of 2020 have culminated in a rare and extraordinary lending convergence
As rising rates in 2021 slow one of the greatest refi booms ever, more banks and lenders are
Digital Growth Institute Founder & CEO James Robert Lay is an expert on simplifying digital marketing in financial
Finance of America has driven incredible success in the past year, doubling their customer retention and loyalty rates with customers.
In a recent Fresh Takes episode, Total Expert’s Chief Customer Officer Sue Woodard spoke with Brittany Hodak, the Chief Experience
Financial institutions have been accumulating technology tools to better understand customers, track transactions, and meet the customer desire for digital engagement.
With mortgage lending expected to reach an all-time high and digital mortgage lending on the rise, today’s buyers have more borrowing options than ever.
In a conversation on Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard spoke with Anne Legg, founder
Nobody needs to be convinced that nurturing customer relationships builds loyalty and benefits the bottom line. The challenge
On Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard talked to Michael Guidotti, Vice President of Integration
How to reach the right customer with the right message, all while measuring ROI
Deliver a memorable customer experience that builds confidence in customers’ financial decisions.
Discover the top five strategies to maintain a customer-first approach and build the foundation for lifelong financial relationships.
Unlock winning strategies to position your financial institution to thrive in the digital age.
Exceed borrower expectations and deliver meaningful experiences that build lifetime relationships.
What’s on the minds of today’s mortgage experts? Read on for their top strategies.
Uncover five ways for banks and credit unions to enhance their customer and member experience and serve as
COVID-19 continues to impact nearly every aspect of the financial services industry. The share of mortgage loans currently
We’re living in the most customer-centric era yet, and now we’re all facing the new challenge of an
We’re all learning to live with uncertainty in new ways, and for many of your customers or members,
In the first half of 2021, a record number of consumers pounced upon fleeting, historically low interest rates
Customer experience (CX) has long been the cornerstone of customer retention in banking. Trust and personal connection have
Total Expert Customer Experience Consultant J.J. Slygh was featured in The Financial Brand for tips on enriching digital
A practical starting place for customer experience in a (dis)connected world Is the world more connected today than it was 12
Three strategies to maximize customer retention The unprecedented, pandemic-related events of 2020 have culminated in a rare and extraordinary lending convergence
As rising rates in 2021 slow one of the greatest refi booms ever, more banks and lenders are
Digital Growth Institute Founder & CEO James Robert Lay is an expert on simplifying digital marketing in financial
Finance of America has driven incredible success in the past year, doubling their customer retention and loyalty rates with customers.
In a recent Fresh Takes episode, Total Expert’s Chief Customer Officer Sue Woodard spoke with Brittany Hodak, the Chief Experience
Financial institutions have been accumulating technology tools to better understand customers, track transactions, and meet the customer desire for digital engagement.
With mortgage lending expected to reach an all-time high and digital mortgage lending on the rise, today’s buyers have more borrowing options than ever.
In a conversation on Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard spoke with Anne Legg, founder
Nobody needs to be convinced that nurturing customer relationships builds loyalty and benefits the bottom line. The challenge
On Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard talked to Michael Guidotti, Vice President of Integration
How to reach the right customer with the right message, all while measuring ROI
Deliver a memorable customer experience that builds confidence in customers’ financial decisions.
Discover the top five strategies to maintain a customer-first approach and build the foundation for lifelong financial relationships.
Unlock winning strategies to position your financial institution to thrive in the digital age.
Exceed borrower expectations and deliver meaningful experiences that build lifetime relationships.
What’s on the minds of today’s mortgage experts? Read on for their top strategies.
Uncover five ways for banks and credit unions to enhance their customer and member experience and serve as
COVID-19 continues to impact nearly every aspect of the financial services industry. The share of mortgage loans currently
We’re living in the most customer-centric era yet, and now we’re all facing the new challenge of an
We’re all learning to live with uncertainty in new ways, and for many of your customers or members,
In the first half of 2021, a record number of consumers pounced upon fleeting, historically low interest rates
Customer experience (CX) has long been the cornerstone of customer retention in banking. Trust and personal connection have
Total Expert Customer Experience Consultant J.J. Slygh was featured in The Financial Brand for tips on enriching digital
A practical starting place for customer experience in a (dis)connected world Is the world more connected today than it was 12
Three strategies to maximize customer retention The unprecedented, pandemic-related events of 2020 have culminated in a rare and extraordinary lending convergence
As rising rates in 2021 slow one of the greatest refi booms ever, more banks and lenders are
Digital Growth Institute Founder & CEO James Robert Lay is an expert on simplifying digital marketing in financial
Finance of America has driven incredible success in the past year, doubling their customer retention and loyalty rates with customers.
In a recent Fresh Takes episode, Total Expert’s Chief Customer Officer Sue Woodard spoke with Brittany Hodak, the Chief Experience
Financial institutions have been accumulating technology tools to better understand customers, track transactions, and meet the customer desire for digital engagement.
With mortgage lending expected to reach an all-time high and digital mortgage lending on the rise, today’s buyers have more borrowing options than ever.
In a conversation on Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard spoke with Anne Legg, founder
Nobody needs to be convinced that nurturing customer relationships builds loyalty and benefits the bottom line. The challenge
On Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard talked to Michael Guidotti, Vice President of Integration
How to reach the right customer with the right message, all while measuring ROI
Deliver a memorable customer experience that builds confidence in customers’ financial decisions.
Discover the top five strategies to maintain a customer-first approach and build the foundation for lifelong financial relationships.
Unlock winning strategies to position your financial institution to thrive in the digital age.
Exceed borrower expectations and deliver meaningful experiences that build lifetime relationships.
What’s on the minds of today’s mortgage experts? Read on for their top strategies.
Uncover five ways for banks and credit unions to enhance their customer and member experience and serve as
COVID-19 continues to impact nearly every aspect of the financial services industry. The share of mortgage loans currently
We’re living in the most customer-centric era yet, and now we’re all facing the new challenge of an
We’re all learning to live with uncertainty in new ways, and for many of your customers or members,
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