Purpose vs. Proof: Putting Action Behind Your “Why”

Financial institutions can have superior messaging and a clear purpose, but to truly accelerate, they must ensure the right steps are being taken to communicate their message across all touchpoints with customers and potential customers. Total Expert Founder & CEO Joe Welu and Chief Customer Officer Sue Woodard discuss what it means to put action behind your purpose and deliver a consistent experience that builds loyalty.

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Joe Welu
Founder & CEO

Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2015, Joe has led Total Expert’s vision, culture, and growth to nearly 300 employees today. The company powers CRM, marketing, and customer engagement for more than 150 companies—from leading community banks and credit unions, to 3 of the nation’s top 10 banks, and 9 of the top 15 mortgage lenders. Total Expert’s growth has skyrocketed since its inception; in 2020 alone, it ranked No. 17 in the Inc. 5000 Most Successful Companies in the Midwest, No. 3 in the Minneapolis/St. Paul Business Journal’s 2020 Fast 50, and No. 82 in the Deloitte Tech Fast 500.