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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Episode blogs
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
Best Practices For Maximizing Growth With Dan Catinella
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.
Raising Industry Standards Using Tech and Innovation with Katherine Campbell
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
Technology Evaluation: Tech Stack Or ‘Franken-Stack?’
Sue Woodard joins Joe Welu and discusses how banks and lenders evaluate their tech stack in today’s macro environment.
The 2023 Growth Playbook: Customer Acquisition With Sue Woodard
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
Technology In Banking & Bridging The Data Gap With Allan Rayson
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
Tales From The Trenches With Dan Catinella
The mortgage industry continues to experience its fair share of shake-ups. As the fed raises rates and we’re seeing consumer sentiment at all-time lows, trusted
What It Means To Be A Modern Bank
Lance Lemoine, President of the mortgage division at Evolve Bank and Trust, stops by Expert Insights to talk with host Joe Welu about how Evolve
Unlocking Value With Financial Health & Wellness With Brian Vieaux
President and COO of FinLocker Brian Vieaux joins Joe Welu on Expert Insights to discuss going beyond a transactional mindset and delivering value to consumers
Is Fintech Softening? With Jason Henrichs
Jason Henrichs of Alloy Labs talks with Expert Insights host Joe Welu about the state of fintech in 2022. Alloy Labs interacts with many banks
A Customer-First Culture For Modern Lenders With Steve Jacobson
Steve Jacobson, the Founder and CEO of Fairway Independent Mortgage Corporation, joins Joe Welu on Expert Insights to share his perspective on the mortgage industry,
Being Comfortable In The Uncomfortable With Melissa Wright
In this episode, Melissa Wright, chief sales and marketing officer at American Pacific Mortgage, stops by Expert Insights to talk about her real estate and
