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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Incubating AI Specifically Designed for the Mortgage Industry
The technology conversation of GenAI has moved so fast since OpenAI and Chat GPT burst into the public eye. But are businesses just buying into the hype of AI, and does it really benefit their goals and needs? For Shashank Shekhar, Founder and CEO at InstaMortgage, he is taking AI’s capabilities and augmenting them for mortgage and lending companies to solve challenges specific to the industry to improve efficiencies and productivity. What started as a curiosity has turned into creating a tangible way to positively impact business operations for loan officers, processors, underwriters, and other key stakeholders in the lending process. Learn more about how InstaMortgage builds on large language models and trains them to become more relevant to the mortgage industry in the latest Expert Insights podcast episode with Total Expert Founder and CEO Joe Welu.
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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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