Total Expert Founder and CEO Joe Welu and Cornerstone Advisors Ron Shevlin tackle what motivates borrows to do additional business with lenders? The duo is revealing new research and answering:
• How banks can overcome borrowers’ concerns about extending the relationship into new areas
• Which cross-selling strategies are most effective in increasing borrower engagement
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
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.
