Customer Experience: Perception vs. Reality

Customer experience is comprised of every touchpoint and interaction consumers have with your brand. From email to social to your website and beyond, every interaction plays a key role in how consumers view your brand. Total Expert Founder & CEO Joe Welu and Chief Customer Officer Sue Woodard break down the challenges many financial brands face when it comes to customer experience, and how to overcome them to turn your perception into reality.

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Joe Welu
Founder & CEO

Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2015, Joe has led Total Expert’s vision, culture, and growth to nearly 300 employees today. The company powers CRM, marketing, and customer engagement for more than 150 companies—from leading community banks and credit unions, to 3 of the nation’s top 10 banks, and 9 of the top 15 mortgage lenders. Total Expert’s growth has skyrocketed since its inception; in 2020 alone, it ranked No. 17 in the Inc. 5000 Most Successful Companies in the Midwest, No. 3 in the Minneapolis/St. Paul Business Journal’s 2020 Fast 50, and No. 82 in the Deloitte Tech Fast 500.