Webinars

Total Expert for Salesforce gives you a tech solution that anticipates consumers’ needs and optimizes every interaction. Register now for the webinar on Sep 19!

Communicating effectively to insurance clients and prospects is a major challenge for sales and marketing teams. But we’re here to help by connecting customer engagement tools with branded, compliant collateral.

In this webinar, industry experts discuss strategies for defining your tech ecosystem and priorities for evaluating and procuring the tech that meets your goals.

Hear from Jim Marous as he discusses relationship-building in a data-driven market with industry leaders including Brennan Andrews, Marketing Director at Dart Bank, and James White, Banking General Manager at Total Expert.

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.