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Read Total Expert General Manager of Banking James White’s article for Credit Union Business News that focuses on helping credit unions shift from a transactional mindset to a relationship-focused mindset.
Dan Catinella joined David Lyyken’s podcast to recap of Total Expert’s Accelerate conference, discuss the latest topics and trends, and share their insights into the future of lending.
Watch our session with Guided Solutions’ Blake McCoy from Medicarians 2024 to learn how you can boost your sales and marketing efforts while remaining compliant.
Financial Brand Forum 2024 was jam-packed with insightful conversations, sessions, and trends. Here’s what we learned.
Learn how to leverage your data, engage insurance customers at the moments that matter, and develop lifelong relationships in our latest webinar.
The role of AI in financial services is still in its infancy, but our new partner, Verse.ai, is already demonstrating its ability to help institutions create better customer experiences.
Rather than play the waiting game on interest rates, banks need to focus on existing opportunities, which will also position them to capitalize once rates come down.
HousingWire: The Gathering is where mortgage and real estate leaders converge to discuss the challenges and opportunities facing our industry. Here’s what we learned!
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.
