How Adwerx Changes the Game for Modern Lenders with Purpose-Built Digital Ads
We sat down with our partners at Adwerx to discuss how lenders and loan officers can drive scalable growth with personalized digital ads.
We sat down with our partners at Adwerx to discuss how lenders and loan officers can drive scalable growth with personalized digital ads.
Bryan Clark, SVP of Mortgage Banking, Dart Bank discusses how Total Expert efficiently and effectively helps accomplish key CRM objectives.
In 2020, we knew a new CRM system was the way we at Horicon Bank needed to modernize — to become more digital and intentional
On this episode of Expert Insights, Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, joined our host, Joe Welu, to discuss
On this episode of Expert Insights, Brian Vieaux, president and COO of FinLocker, spoke with our host, Joe Welu, on going beyond a transactional mindset to deliver
Get Steve Jacobson’s take on keeping sales teams engaged and cultivating a customer-first culture.
Melissa Wright of American Pacific Mortgage joins Expert Insights to share her entrepreneurial journey.
On this episode, Bill shares how he and his team created and delivered on their vision for Dart Bank to provide a modern banking experience
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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.