Resources

Resources to help you build relationships that last and accelerate growth

Article

How Mortgage Lenders Can Create Meaningful Customer Experiences Through Centralized Technology Workflows

On Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard talked to Michael Guidotti, Vice…

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Guides

4 Communication Strategies to Strengthen Customer Relationships

How to reach the right customer with the right message, all while measuring ROI

Webinars

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…

Webinars

How to Engage Customers or Members For Life

Understand the financial needs of your customers or members and engage with them based around…

Whitepapers

Humanizing the Customer Journey eBook

Empower marketing and sales to establish human connections in a digital world.

Webinars

Co-Marketing Best Practices

Harness key co-marketing strategies to help you connect with local communities and maximize the lifetime…

Videos

Don't Be Transactional. Build Lifelong Relationships.

Open the door to peak performance, deeper relationships and increased profits.

Webinars

The Future of Banking: Personalizing the Customer Journey

The key to building trust and loyalty is by making human connections with customers or…

Webinars

Leverage Data for Amazing Customer Experiences

It’s more than a numbers game. Banks need elevated experiences for their customers.

Videos

Accelerate 2019 Highlight Reel

Highlights from Accelerate 2019 will empower you to personalize your engagement and cultivate customer relationships.

Videos

Adoption

Driving adoption of tech is critical to getting a return on your investment

Videos

Technology Driving ROI

Turn mountains of data into insights and revenue

Videos

Customers for Life

From transactional selling to building customer relationships that will last a lifetime

Videos

Personalization

Humanize complex financial transactions – at scale across the enterprise

Videos

Personal Branding

Help your salespeople and relationship managers build brands at the local level that are synonymous…

Videos

More Revenue and ROI
with Technology

Ready to cash in on your tech investment? How you execute will make the difference.

Webinars

Where Will Lending & Banking Customers Come from in 2019?

Modern customers do things differently. To earn more business, you have to get to them…

Whitepapers

Personalize the Customer Experience

Industry experts reveal how to elevate your business with top personalization strategies.

Webinars

Best Practices for Better Tech Implementation

Faster digital transformation with fewer technology headaches.

Webinars

Make Financial Transactions Personal Again to Build Customers for Life

Create an unprecedented customer experience today that generates new business tomorrow.

Webinars

Leveraging Technology to Create Customer for Life

Financial transactions should be personal. So why are banks and lenders falling short?

Webinars

Raw and Real: Todd Duncan Unplugged

It’s time to get real about your outdated business strategy and start building a modern…

Guides

9 Critical Components
of an MOS

Review the nine critical components of an MOS to empower salespeople to grow their books…

Videos

Creating Customers for Life

Lifetime customer value is critical for success—and it starts with a personal connection.

Webinars

Building Sound and Sustainable Sales Practices

Build a hybrid business approach for digital migration that empowers producers to drive revenue.

Whitepapers

Digital Transformation in Marketing

Digital transformation is critical to meeting consumers' expectations of online commerce.

Webinars

Leading Digital Transformation in Marketing

Marketing technology takes center stage in the race to meet consumer expectations.

Videos

Three Trends for Sales and Marketing in Mortgage Lending

Mortgage lenders can keep pace with digital transformation by focusing on three key industry trends.

Webinars

How to Build Relationships and Leverage Technology for Massive Growth

Build and retain powerful agent partnerships while creating customers for life.

Guides

The Risks and Rewards of Big Data in Financial Services

Build and retain powerful agent partnerships while creating customers for life.

Tip Sheets

Practical Tips for Better Video

Eight practical tips that will enhance your video marketing strategy.

Whitepapers

Change Expectations: Mastering Organizational Change in the Mortgage Industry

Discover how to dominate the marketplace and digitally transform your organization.

Videos

Social Media Compliance Tip Sheet

Social media is a powerful marketing tool. Learn these best practices to stay in compliance.

Guides

The 1-Page Business Plan

Build a one-page business plan to move fast and innovate for success.

Videos

Marketing and Compliance Best Practices and Fatal Mistakes

Best practices for marketing in the mortgage industry - and staying compliant.

Guides

Generate More Leads with Free Facebook Features

Use this guide to enhance your Facebook marketing with this free feature.

Videos

Capitalize on Video Marketing

Learn how to build relationships and convert more leads with Steve Pacinelli, CMO of BombBomb.

Guides

Co-Marketing Guide:
Four Common Pitfalls Mortgage Lenders Face and
How to Avoid Them

Avoid these common co-marketing pitfalls and turn marketing into a revenue driver.

Downloads

Spanish Expert Content "Sample Pack"

Total Expert and NAHREP Consulting Services partner to serve Spanish-speaking communities.

Guides

Top 10 Blogs of 2018

Catch up on all of the best content for banks and mortgage lenders from the…

Guides

Total Expert Marketing Operating System®

Break down silos between your sales and marketing organizations with the Total Expert Marketing Operating…