Knowledge Center

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Podcasts

The Power of Personalization

In order to win, companies need to cut through the noise and “get personal” with customers.…

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Podcasts

Opportunity or Destruction Part 2: Forcing Adoption

Just doing what you’re comfortable with is no longer enough to win in today’s market…

Blog

Bank Marketing Pitfalls Part 1: Failure to Define Customer Personas & Remove Data Silos

Banks are continually evolving to leverage new technology and meet rising consumer expectations for convenience,…

Blog

Industry insights

Blog

Digital Transformation: Laying the Groundwork for Modern Marketing Success Part 4

Financial services organizations are racing to modernize the customer or member journey and create relationships…

Blog

Rethink Your Consumer Personas in the Financial Services Industry

Banks and credit unions can no longer target campaigns to “Millennial Mary” or “Boomer Bob”…

Blog

Attract New Customers or Members but Keep the Old with Proven Strategies from Data and Behavioral Science Experts

Banking used to be a primarily relationship-based model. Consumers would stay with the same bank…

Customer Success

Hear from clients

Customer Success

DAS Acquisition Unleashes Intelligence-Driven Automation to Help Producers Save Time and Boost Productivity

Customer Success

J.G. Wentworth Empowers Producers with Centralized Marketing and Sales to Conquer Industry Challenges

Customer Success

Motto Mortgage Unleashes "Set It and Forget It" Marketing Tech Stack

Podcasts

Expert strategies

Podcasts

Why Customer Experience is the Ultimate Differentiator

In order to survive in an era of financial commoditization, companies need to differentiate themselves.

Podcasts

Why AI Could Impact Business More Than the Internet

What could be more impactful than the internet? Joe Welu discusses what businesses need to…

Podcasts

Why Technology Should Enhance – Not Replace – Customer Relationships

Companies are asking the wrong questions when it comes to using technology to increase productivity…

Resources

Marketing help

Webinars

How to Create Customer Personas to Drive Relationships and Revenue

Generic customer personas are out. Learn how to redefine your personas so you can get…

Whitepapers

The Changing Role of the Financial Services CMO

Learn how leading CMOs leverage tech innovation to humanize financial relationships and build trust with…

Webinars

How to Engage Customers or Members For Life

Understand the financial needs of your customers or members and engage with them based around…

News

Company info

News

Total Expert Adds Three New Executives to Leadership Team

New Chief Revenue Officer, VP of People Operations, and SVP of Marketing join Total Expert…

News

Total Expert Takes No. 105 on Inc. 500 List of Fastest-Growing Companies

Ranking Follows Three-Year Revenue Growth of 3,206% for the Company

News

Mann Mortgage Selects Total Expert as All-Encompassing Marketing Automation Solution

The Total Expert Marketing Operating System® (MOS) empowers loan officers to deliver best-in-class customer experience.

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