The NAR Settlement and the Opportunities for Lenders
In this webinar industry experts discuss the NAR Settlement: what’s changing, the potential impacts to sellers, buyers, and agents.
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 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.
In this webinar, discover the critical strategies, tactics, and best practices for integrating your systems seamlessly.
In this webinar, we’ll explore how more sophisticated and proactive customer engagement strategies help drive growth and win customers for life.
Competition and compliance challenges in the current market demand that you set up a scalable recruiting function to target the right talent that aligns with your business.
With the addition of Life Event data to our Customer Intelligence solution, we’ll help you identify key milestones in your contacts’ lives so you can reach out to provide the service and support they need when they need it most.
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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.