Build a Seamless, Scalable Tech Ecosystem
July 28, 2023
In this webinar, industry experts discuss strategies for defining your tech ecosystem and priorities for evaluating and procuring the tech that meets your goals.
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 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.
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
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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.