The Customer for Life Tech Stack

Technology investments have historically focused on the transactional customer experience – and in doing so the ability for banks and lenders to engage and create holistic experiences for customers has actually widened. But the path to continued growth for financial services lies within the ability to retain and engage those customers throughout their financial journey. In this episode, Joe Welu and The Basis Point’s Julian Hebron discuss the opportunity in pairing servicing with the next generation of technology to create a true customer for life organization.

Hosted By

Joe Welu
Founder & CEO

Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2015, Joe has led Total Expert’s vision, culture, and growth to nearly 300 employees today. The company powers CRM, marketing, and customer engagement for more than 150 companies—from leading community banks and credit unions, to 3 of the nation’s top 10 banks, and 9 of the top 15 mortgage lenders. Total Expert’s growth has skyrocketed since its inception; in 2020 alone, it ranked No. 17 in the Inc. 5000 Most Successful Companies in the Midwest, No. 3 in the Minneapolis/St. Paul Business Journal’s 2020 Fast 50, and No. 82 in the Deloitte Tech Fast 500.