Resources

Resources to help you build relationships that last and accelerate growth

Guides

Beyond Customer Loyalty: How to Cultivate Lifelong Financial Relationships

Download our guide to access four strategies to cultivate lifelong financial relationships.

Guides

2021 Goal: Play for Keeps

A practical starting place for customer experience in a (dis)connected world

Downloads

6 Things an Effective Onboarding Strategy Must Include

Our latest playbooks dive into how to increase customer retention by optimizing their onboarding experience.

Article

How to Drive Customer Retention After the 2020 Refi Boom

The unprecedented, pandemic-related events of 2020 have culminated in a rare and extraordinary lending convergence…

Article

How to Close the Biggest Retention Gap in Mortgage Servicing

As rising rates in 2021 slow one of the greatest refi booms ever, more banks…

Article

Does Today’s Mortgage Tech Stack Truly Deliver On “Customer for Life?”

In mortgage lending, we all talk about “customer for life,” but is today’s tech stack…

Article

Why So Many Digital Transformation Initiatives Fail – and How to Make Sure Yours Succeed

In a recent episode of Fresh Takes, Total Expert’s Chief Customer Officer Sue Woodard talked…

Article

Finance of America’s Customer Experience Roadmap Centers on Personalization, Loyalty, and Servicing 

Finance of America has driven incredible success in the past year, doubling their customer retention…

Article

To Master Customer Experience, Focus on the Now

In a recent Fresh Takes episode, Total Expert’s Chief Customer Officer Sue Woodard spoke with…

Article

Leveraging Your Biggest Asset in Digital Growth – Employees

Financial institutions have been accumulating technology tools to better understand customers, track transactions, and meet…

Guides

How to Create a Seamless Borrower Experience

With mortgage lending expected to reach an all-time high and digital mortgage lending on the…

Article

How Credit Unions Can Turn Data into Better Member Experiences

In a conversation on Total Expert’s Fresh Takes podcast, Chief Customer Officer Sue Woodard spoke…

Guides

Building Customer Loyalty Through Authentic Relationships

Nobody needs to be convinced that nurturing customer relationships builds loyalty and benefits the bottom…

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,…

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…

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.

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…

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.

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.

Guides

The 1-Page Business Plan

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

Guides

Generate More Leads with Free Facebook Features

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

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…