Deposit Armageddon or Opportunity?
March 10, 2023
In this industry guide you’ll learn how to maintain—and expand—your deposit account base by focusing on relationship building.
Reports and resources for modern financial services organizations.
In this industry guide you’ll learn how to maintain—and expand—your deposit account base by focusing on relationship building.
In this industry guide you’ll learn how to expand your reach by tapping into your professional network to access new, sustainable lead sources.
Now is the time to focus on optimizing efficiency and productivity so you’re ready to catch the market upswing.
What if a lender could attain loyalty similar to that of a rate lock, only for the borrower’s lifetime? What if relationships became loyalty locked?
There are only three ways a bank or credit union can grow. They can expand customers’ and members’ use of products and services, attract new consumers from competitors, or buy another institution.
Banking is a relationship business that’s about listening to consumers’ needs. The common challenge, though, is the practicality of listening.
Total Expert commissioned a neutral third party to conduct a survey of more than 225 consumers and more than 100 of your peers to assess behaviors, beliefs, and actions regarding the future of banking
Banks and credit unions have a huge opportunity to quickly deepen relationships with new mortgage borrowers, and with current depositors.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.