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

Establish Your Credit Union as a Financial First Responder

How credit unions can create financial security for members in an uncertain economy

Blog

The State of the Credit Union Marketer

There are 2 key areas where credit unions can improve member experience: access to data…

Blog

3 Ways to Empower Your Loan Officers With Customer Data

Whether your customers are applying for their first mortgage or their third, getting from pre-qualification…

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

Leadership Thoughts on the Black Swan of 2020

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.

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

National Mortgage News: 5 Questions for Joe Welu on Mortgages in the Time of Coronavirus

On April 1, 2020, Total Expert Founder & CEO Joe Welu was featured in National…

News

American Banker: Digital Training for Bankers Paying Off in Coronavirus Crisis

On March 31, 2020, Total Expert Founder & CEO Joe Welu was featured in American…

News

National Mortgage Professional Magazine: Anna Klombies Joins Total Expert as Chief People Officer

On March 27, 2020, Total Expert's Anna Klombies was featured in National Mortgage Professional Magazine.

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