Expert Insights Podcast
The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out – and winning – as a bank, lender, or credit union looks different today than once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into action in your organization to help you drive growth and create customers for life.
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Increasing Customer Lifetime Value in Financial Services
Total Expert Founder & CEO Joe Welu, Chief Lending Officer Dan Catinella, and General Manager of Banking James White came together to discuss how shifts in the market as we enter 2024 will impact both financial institutions and the consumers they serve.
With rates expected to drop throughout the year, new opportunities and new challenges will present themselves. So the question becomes: how do lenders, loan officers, bankers, and other financial services professionals leverage technology like Total Expert to identify high-quality opportunities, proactively engage customers, build relationships, and maximize the lifetime value of those relationships?.
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Be sure to check out Street Level Strategies: In the Trenches with Top Producers
Hear from top users of the Total Expert platform and how they are using the Total Expert every day to grow their business and drive more revenue.
Key Takeaways On The Dreamforce Conference: Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley
What’s in it to partner with Salesforce? That’s the question we will discuss today. Joining Joe Welu in this episode is the Vice President
We’re halfway down 2023. For anyone who knows how to stay afloat in the mortgage space, that means keeping yourself abreast of what happened
Exploring Challenges and Opportunities in the Insurance Industry: Communication, Collaboration, and the Role of AI with Chris Cline and Ilya Filipov
Unique challenges and technological transformations are reshaping the insurance industry as we know it. How should agencies position themselves to benefit from these changes? Join
There are a lot of changes in the housing industry right now, and with all the layoffs and right-sizing going on, it’s easy to
Headlines were flooded with the news of the Silicon Valley Bank (SVB) collapse, leaving consumers with questions and uncertainty. Banks and lenders, on the other
Marketing In Today’s World: Understanding Gen Z Consumer Attitudes And Mindsets With Shashank Shekhar
Today’s market demands a deeper understanding of consumer attitudes and mindsets, which often differ from what we see in the media. It’s time to ditch
Consider this episode your one-stop shop for top strategies and tactical methods to help your organization drive deal flow and become a growth engine. In
The industry has shifted where we now have to rely on tech and innovation to create opportunities and ride the changing tides. However, the drawback
Sue Woodard joins Joe Welu and discusses how banks and lenders evaluate their tech stack in today’s macro environment.
Prioritization is more important than ever as lenders look for ways to grow their businesses. Customer acquisition will certainly be a key component in this
Named the 2022 Digital Banker of the Year by American Banker, Allan Rayson has an impressive track record guiding financial institutions to success, sitting at