Knowledge Center

Explore our knowledge center to build relationships that last and accelerate growth

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 Critical Ways to Engage Customer and Members Right Now

When people know they can rely on your brand in financial hardship, they’ll know they…

Blog

How to Operationalize Empathy: 3 Things to Do Today

We’re living in the most customer-centric era yet, and now we’re all facing the new…

Blog

Top Strategies for Technology-Driven Member Retention and Engagement

3 strategies to leverage technology to drive member retention and improve member engagement from our…

Customer Success

Hear from clients

Customer Success

Mountain West Financial Combines Technology with Human Connection to Create Customers for Life

Customer Success

The Total Expert Marketing Operating System® Recruits and Retains Top Producers for Finance of America

Customer Success

Trinity Oaks Mortgage Expands Customer Relationships with the Total Expert Marketing Operating System®

Podcasts

Expert strategies

Podcasts

Customer Loyalty: Becoming the Lifetime Financial Partner

Podcasts

Leaders vs. Laggards: Sales & Marketing Alignment

Podcasts

Customer Experience: Perception vs. Reality

Resources

Marketing help

Blog

Top Strategies for Technology-Driven Member Retention and Engagement

3 strategies to leverage technology to drive member retention and improve member engagement from our…

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…

News

Company info

News

Gene Hammett: Creating a Culture Focused on Customer Success

Total Expert Founder & CEO Joe Welu was featured on Gene Hammett's Growth Think Tank…

News

Mortgage Women Magazine: Gen Z Homebuying - The Next Wave

Total Expert Customer Engagement Manager Bobbi Jo Dallas and Chief Customer Officer Sue Woodard were…

News

Total Expert Welcomes Kevin Dotzenrod as VP of Engineering and Laura Theodore as VP of Customer Success

The duo will help scale and sharpen the customer experience and technology architecture of Total…

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