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

3 Brands Crushing Their Customer Experience and What You Can Learn from Them

Customers aren’t sizing your financial brand up against other banks or credit unions, they’re sizing…

Blog

How to Calculate the ROI of Your Marketing Operating System

With the increasing, and fast-paced, digitization of the financial space, there’s a lot at stake…

Blog

Three Personalization Fails that Dehumanize Your Financial Brand

If your financial brand is succeeding in 2019, it’s likely you’re taking steps to personalize…

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

Stearns Lending Powers Humanized Customer Experiences with Total Expert

Stearns Lending, LLC, a leading independent mortgage bank in the wholesale, retail and strategic alliance…

News

Credit Union Times: Why Personalization Alone Doesn’t Work: Credit Unions Need Humanization

On Nov. 1, 2019, Total Expert Founder and CEO Joe Welu was featured in Credit…

News

Star Tribune: Total Expert Raises $52 Million in Venture Capital, Tops So Far This Year

Total Expert, the fast-growing marketing and customer-engagement software firm that serves financial-services providers, has raised…

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