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.
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,
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Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform 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.
