Turn Data Into a Strategy to Win Customers for Life
November 26, 2024
In this on-demand webinar learn how to build a strategy that uses the data you have to identify and act on key events in your customers’ financial journeys.
Expand your knowledge of the financial industry, get up to speed on the latest tech trends, and learn how to get the most out of Total Expert through live and on-demand webinars.
In this on-demand webinar learn how to build a strategy that uses the data you have to identify and act on key events in your customers’ financial journeys.
In this webinar, experts discuss the importance of an enterprise strategy that incorporates compliant SMS into consumer communications.
Total Expert and Birdeye have partnered to help modern banks, credit unions, and mortgage lenders elevate their customer and member experiences while driving sustainable growth.
In this webinar, experts discussed the state of the rate environment, how to position yourself for refi success, and how to boost productivity by tapping the latest technology.
In this webinar industry experts discuss the NAR Settlement: what’s changing, the potential impacts to sellers, buyers, and agents.
James White, General Manager of Banking, sits down with Meg Dunn, VP of Mortgage at Lake Michigan Credit Union, tp explore the transformative power of data and how to use it to drive loan growth within your credit union.
Neil Stanley, Founder & CEO of The CorePoint, sat down with our General Manager of Banking, James White, to discuss how this unique combination of economic factors is creating a unique challenge for banks and credit unions: interest expenses tied to deposit accounts.
Industry experts and visionaries discuss how credit unions can realize their digital potential while maintaining regulatory compliance and maximizing their technology budget.
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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.