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
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.