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
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
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.
