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.…
Read MorePodcasts
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
Are You Asking Prospects to Marry You on the First Date?
Prospects now have more information about financial brands and products ahead of their first contact…
Blog
Win More Business and Reclaim Valuable Selling Time with Focused View Feature
As a financial sales pro, you need to focus on the highest priorities and best…
Blog
Bank Customer Onboarding - Top Strategies
The primary goal of the onboarding process is to provide an exceptional customer experience.
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
Top 3 Things to Consider Before Choosing a Technology Partner
Listen to “Top 3 Things to Consider Before Choosing a Technology Partner” on Spreaker.
Podcasts
Becoming a Customer for Life Company: Part 2
Listen to “Becoming Customer for Life Company Part 2” on Spreaker.
Podcasts
Becoming a Customer for Life Company: Part 1
Listen to “Becoming a Customer for Life Company Part 1” on Spreaker.
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 Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature
Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial…
News
Total Expert Announces Exclusive Partnership with The Mortgage Collaborative
This partnership helps forward-thinking mortgage lenders drive revenue, empowering loan officers with a 360-degree view…
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…