Blog

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 experienced, purchase-orientated lenders who know the market

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.

Motto Mortgage’s Calvin Cook shares three ways to improve your outreach strategy using Total Expert’s Journey Creator.

Total Expert Founder and CEO Joe Welu shares a financial services industry retrospective on 2021 and a forecast for 2022.

Three principles for using Total Expert’s Journey Creator to drive customer relationship success, from an award-winning user.

Total Expert’s 2021 Customer Experience Maturity Model survey reveals what makes banks and credit unions customer experience stand out from the rest.

Winner of Total Expert’s Journey Wiz Expy award Jake Pniewski shares winning strategies with essential customer journeys.

Hear more from Intercap Lending in this video where they share their experience with a purpose-built solution, the impact on their loan officers, and how it led them to generate over $95 million in loan volume in six months.

Total Expert’s fall release includes new products and functionality with a variety of updates focused on enhancing customer experiences by enabling financial institutions to more easily manage and oversee individual touchpoints across lending and banking journeys. 

Christian Ruppe, VP of Digital Banking at Horicon Bank, sees losing touch with customers as a risk to the bank as it grows. What’s he not worried about? That Total Expert will support customer connections.