Recent Episodes

SEASON 2
Creating a Values-Based Bank

Creating a Values-Based Bank

20:18 | 04.13.2022

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Navigating Over-Hyped Inflation Headlines

Navigating Over-Hyped Inflation Headlines

22:58 | 04.05.2022

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Two Ways Lenders Should Elevate Multicultural Marketing

Two Ways Lenders Should Elevate Multicultural Marketing

19:01 | 03.17.2022

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How Banks and Lenders Can Tackle Three Critical Innovation Roadblocks

How Banks and Lenders Can Tackle Three Critical Innovation Roadblocks

23:21 | 02.24.2022

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How Product Innovation Changes Customer Experience

How Product Innovation Changes Customer Experience

37:18 | 02.24.2022

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SEASON 1
Servicing is Key to Customer for Life - Julian Hebron

Servicing is Key to Customer for Life - Julian Hebron

15:52 | 05.06.2021

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About The Show

Expert Insights

Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform 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.

Joe Welu

Founder & CEO, Total Expert