Expert Insights podcast

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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Activating Data the Right Way for a Targeted Purpose

The technology buzzwords for the last few years have been AI analytics, data analytics, and automation, but businesses are still unsure how to leverage those advancements in their systems. Leveraging data and connecting systems correctly requires companies to consider what they are trying to accomplish with their information. Cogneesol recently partnered with Total Expert to help the insurance industry work toward structuring and organizing data to give them a full view of their pipeline. On this episode of Expert Insights, Total Expert Founder & CEO Joe Welu was joined by Cogneesol COO Ashim Khurana and Head of Tech Services Soumojit Ghosh in Minneapolis. During their conversation, they discussed addressing the root of technology innovation, how to activate existing data, and how Total Expert’s partnership with Cogneesol through Applied Epic can help insurance agents spend more time connecting with customers.

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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. 

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