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
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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. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
