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

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

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Mortgage Servicing: The Single Greatest Growth Opportunity

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

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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…

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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…

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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…

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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…

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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…

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To Master Customer Experience, Focus on the Now

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

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Leveraging Your Biggest Asset in Digital Growth – Employees

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

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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…

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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,…