Deposit Armageddon or Opportunity?
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?
Banking is a relationship business that’s about listening to consumers’ needs. The common challenge, though, is the practicality of listening.
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.
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 purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.