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Any short-term wins in the “rate war” will come at the cost of long-term growth and retention. Banks and credit unions should focus on creating value through personalization to earn and keep deposits.
In the digital-first world, consumers expect immediate engagement and a seamless experience. The latest AI tools help financial institutions of all sizes do that and more.
For too many financial institutions, their data is spread across a disconnected tech stack, making it difficult to organize, filter, and act on it in meaningful ways that provide value to their customers. Let’s change that!
Effective mortgage marketing is a full-time job that many loan officers don’t have the time or expertise to manage. Luckily, the team at A Marketing Agency specializes in helping modern loan officers generate business and build their brand.
We sat down with our partners at Adwerx to discuss how lenders and loan officers can drive scalable growth with personalized digital ads.
We’re honored to be nominated for a CreditUnions.com 2024 Innovation Award in the Analytics & Business Intelligence category along with so many amazing companies and innovators!
We created the Total Expert Partner Ecosystem to help our customers find the right digital tools for their business goals, expand their knowledge with the help of industry experts, and maximize the value of their tech spend.
They say good things come to those who wait. Well, in 2024, mortgage rates are finally going to drop. But lenders will need to plan and prepare if they hope to maximize every new purchase and refi opportunity.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
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. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
