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 webinar learn how to capture and retain share of wallet, build a long-term growth strategy and engage your account holders to boost originations by up to 20%.
In our upcoming webinar, learn how to turn data into actionable tactics that help you retain customers, maintain—and grow—your market share and uncover high-quality leads.
As rates rise, consumers are more likely to consider taking their deposits elsewhere to get a better rate. That’s an opportunity for you to welcome new deposits—but also a challenge to retain your existing base.
Total Expert’s Ryan Picchini and The Basis Point’s Julian Hebron discuss how lenders and referral partners can win the 2023 buyer’s market together.
Driving sustainable membership growth while engaging and retaining your existing members can be a tricky balance for any credit union to maintain. But rather than
To win in today’s market, lenders need to attract and retain top-performing Loan Officers. Join Total Expert’s VP of GTM Strategy Ryan Picchini and Senior
You may think you’re doing a good job serving your members. You might even have the satisfaction scores to show it. But that doesn’t mean
Rather than panic over the short-term impacts of another Fed rate hike, look for opportunities to position your institution for long-term growth. Key takeaways: Learn
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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.
