The Financial Experience Podcast: Less Widgets, More Value Creation

Total Expert Founder and CEO Joe Welu was a guest on The Financial Experience Podcast, hosted by HiFi Agency Founder Hunter Young.

“On the latest podcast, Hunter virtually sits down with Joe Welu to discuss why undergoing a digital transformation can be difficult, why financial companies are often misaligned with what the customer needs, and what value creation looks like in a modern financial organization. Joe, CEO of Total Expert, the first marketing and customer engagement platform built for the financial services industry, has built his business going “a level deeper” with clients and created a company that’s stood out in a crowded field.

When asked what quality sets Total Expert apart from the rest of the software space, Joe explains their focus on caring for the customer relationship. From the early stages, Joe knew the importance of creating trust, spending time with customers, and keeping customer success as their top core value. Looking toward the future of financial services, he states the mission for Total Expert as centered around the ability to empower customers and increase financial wellness. If the company can guide consumers to make better decisions through education, Joe believes there will be a smoother movement toward modern banking.”

Listen to the full episode on