Resources
Resources to help you build relationships that last and accelerate growth
Webinars
How to Create Customer Personas to Drive Relationships…
Generic customer personas are out. Learn how to redefine your personas so you can get their…
Read MoreWhitepapers
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…