Direct-to-Consumer Lending: It’s Time to Up Your Game—Here’s How

In the first half of 2021, a record number of consumers pounced upon fleeting, historically low…

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

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

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

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

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

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

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

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

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

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

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

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