Knowledge Center

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

Podcasts

The Power of Personalization

In order to win, companies need to cut through the noise and “get personal” with customers.…

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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…

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…

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