Knowledge Center

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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…

News

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,…

Customer Success

Hear from clients

Customer Success

Civic Financial Services Case Study

Customer Success

Momentum Loans Case Study

Customer Success

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

Podcasts

Expert strategies

Podcasts

Servicing is Key to Customer for Life

Podcasts

The Customer for Life Tech Stack

Podcasts

Delivering ROI by Going All-In on Customer Experience

Resources

Marketing help

Article

Direct-to-Consumer Lending: It’s Time to Up Your Game—Here’s How

In the first half of 2021, a record number of consumers pounced upon fleeting, historically…

Article

3 Strategies To Go from “Onboarding” to “Foreverboarding” Customers

Customer experience (CX) has long been the cornerstone of customer retention in banking. Trust and…

Article

Mortgage Servicing: The Single Greatest Growth Opportunity

Download our guide to access two additional strategies to become borrowers’ lifetime lender and increase…

News

Company info

News

Planet Home Lending Humanizes Marketing and Customer Engagement with Total Expert

Total Expert helps Planet Home Lending manage its brand on an enterprise level with automated…

News

Prevail Bank Partners with Total Expert to Deliver Personalized Customer Engagement at Scale

Total Expert and Prevail Bank partner to drive customer engagement and grow relationships

News

Total Expert Launches TrueIntent to Help Financial Institutions Capture the Voice of the Customer

New product capability makes it easy for marketing teams to gather key data points and…

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