Reports and resources for modern financial services organizations.
A recent report by Cornerstone Advisors, commissioned by Total Expert, seeks to clarify ways retail banks can improve outcomes for their payments offerings. Payments, after all, are the highest-frequency touchpoint banks have with their customers and so can create the strongest loyalty for primary banking relationships.
Retail banks at the forefront of digital transformation are outpacing their competitors and winning customers for life. That is, with the help of technology purpose-built
How to end the annual borrower exodus Mortgage leaders have long claimed any expenses incurred from buying and managing mortgage servicing rights (MSRs) because they
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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.
