The Lender’s Guide to Life Event Engagement
December 6, 2023
Mortgage lenders can generate more loans and build lifelong relationships by identifying opportunities to guide and support customers through major life events.
Insights on driving ROI and digital transformation
How tech is changing the ways productive loan officers prioritize connection.
Mortgage lenders can generate more loans and build lifelong relationships by identifying opportunities to guide and support customers through major life events.
Insurance agencies and brokers can address policyholder needs and build lifelong relationships by identifying and supporting clients through life events.
Banks and credit unions can deepen relationships and drive sustainable growth by identifying opportunities to guide and support consumers through major life events.
Financial services organizations can drive loyalty—and revenue—by supporting and guiding customers through major life events.
Ironically for its importance, “cross-selling” has a checkered past in banking. When pursued by institutions in the wrong way, it has often done more damage than good. So, what’s new today due to advances in technology?
Accelerating successful digital transformation of the employee & customer experience.
Why employee empowerment is a high-impact strategy to drive engagement and retention, boost productivity and revenue, and power business growth.
Accelerated digital transformation is amplifying the need for better data analytics.
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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.