The 2023 Growth Playbook: Customer Acquisition with Sue Woodard
Sue Woodard and Joe Welu discuss the current mindset top lenders are in, as well as the priorities and strategies for growth.
Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
Sue Woodard and Joe Welu discuss the current mindset top lenders are in, as well as the priorities and strategies for growth.
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.
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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.