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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Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform 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.
