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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Respecting Transactions by Humanizing the Homebuying Journey
At the core of Prosperity Home Mortgage, they are hyper-focused on communication, which includes everyone in the homebuying process. That includes the real estate agent, the lender, and the borrower. For President and CEO Justin Messer, that means thinking beyond the transaction and evaluating every engagement between those individuals throughout the homebuying journey. To create that trust requires you to constantly rethink and optimize each interaction, seeking a flawless experience by keeping each individual involved in the transaction protected and highly informed. Justin sat down with Joe Welu on the latest episode of Expert Insights to detail how Prosperity has unpacked its customer experience to identify and fill gaps to humanize the customer experience at every level and stage of the journey.
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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.
Episode blogs
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
Creating A Values-Based Bank
In this episode, Dart Bank President and CEO Bill Hufnagel join Expert Insights’ host, Joe Welu, to share his vision for Dart Bank and how
Navigating Over-Hyped Inflation Headlines
Julian Hebron joins Expert Insights to talk all about mortgage financing and how current events and inflation are impacting the lending industry. Host Joe Welu
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