MINNEAPOLIS— May 21, 2024—Total Expert Founder and CEO Joe Welu went to the heart of the financial world—the New York Stock Exchange—on an episode of Taking Stock with Trinity Chavez. Together, they discussed the value of personalized customer engagement in financial services and how Total Expert is helping executives and modern financial institutions win customers for life.
Using real-life examples and capabilities of Total Expert’s award-winning customer engagement platform, Joe helped educate modern financial institutions on:
- The pitfalls of legacy technology and the risk of creating data silos
- How gathering up-to-date information on customers allows you to connect them to the right products and services at the right time
- Executives conducting an audit of their customer experience
- The evolution of financial innovation and working with partners to deliver the perfect customer Journey
- Why using data to advise consumers fundamentally empowers their financial literacy
Catch his full conversation with Trinity on NYSE TV.
