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.
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
To win today, lenders need to capture and close every lead. But first, they need to know who’s in the market, and that only comes
Hosted by James White, Banking Industry Principal at Total Expert This webinar will show banking leaders the best practices that will establish their institutions as
Hosted by James White, Banking Industry Principal at Total Expert Your database is packed with hundreds of potential mortgage originations. But turning those data points
It’s budget season, is your institution funding initiatives that are going to drive growth? In the race to earn customer loyalty and sustain market share,
The modern financial landscape is more competitive than ever, leaving banks and credit unions to battle one another for the hearts, minds, and wallets of
J.J. Slygh, Principal Product Marketer at Total Expert See firsthand how key data insights and activity alerts can trigger customizable Journeys that allow your credit
Customers don’t close their accounts when they go to another provider for new financial needs; they simply go elsewhere, unbeknownst to you. Fortunately, their legacy
The modern financial landscape is more crowded and complex than ever before, and as it grows, so do your customers’ expectations. That’s why the Total
See firsthand how key customer insights trigger customizable workflows, allowing financial institutions to take action with messaging and campaigns based on a customer’s unique financial
Mortgage lenders and financial institutions understand the power of human-first connections and social media can help foster these connections. But social media success is about
Why do credit unions miss out on cross-sell opportunities? Lack of personalization, department silos, and disparate systems are often the culprits behind members’ wandering wallets.
Check out our Customer Intelligence webinar where Total Expert’s own Chief Product Officer, Matt Tippets, and Senior Director of Product Marketing, Lora Osborn, discuss the
This webinar features three industry leaders, including Total Expert’s own Chief Product Officer, Matt Tippets, that can help your bank rise to the top. Hear
In this webinar, Total Expert and The Financial Brand report on the results of a study on more than 200 financial institutions, sharing their firsthand
How will rising rates and purchase-dominated origination opportunities affect direct-to-consumer channels? In a purchase market where consumer preferences show a significant shift to online, lenders
On average, the pandemic has accelerated Credit Union technology by about seven years. While this advancement is exceptional in many ways, it is jarring in
Acquiring new customers is always a key objective for financial institutions, but the real challenge is developing solid relationships and retaining clients over the long
Banks have to compete on customer experience in order to win. Listen to this on-demand recording between Matt Tippets, CPO at Total Expert and guest
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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.
