Total Expert

Returning from the biggest conference on digital strategies for the banking industry, James White, industry principal for banks and credit unions at Total Expert, joins Joe Welu to break down the key themes and takeaways from The Financial Brand Forum conference. Tune in as they discuss where banks and credit unions are focusing their attention heading into 2023 and how they can outpace their competitors with a memorable customer and member experience.

James White, industry principal at Total Expert for banks and credit unions, has over 25 years of experience helping modern depositories grow market share and drive profitability. James’ leadership experience spans strategic planning, product development and delivery, professional services, sales and marketing, and customer success. Having worked with some of the largest banks and credit unions in the world, James believes in the power of an empathetic bank or credit union to create customers for life. 

James White

Industry Principal for Banks and CUs, Total Expert

Returning from the biggest conference on digital strategies for the banking industry, James White, industry principal for banks and credit unions at Total Expert, joins Joe Welu to break down the key themes and takeaways from The Financial Brand Forum conference. Tune in as they discuss where banks and credit unions are focusing their attention heading into 2023 and how they can outpace their competitors with a memorable customer and member experience.



The Financial Brand Forum: Top Takeaways

As mortgage lenders face market uncertainty among rising interest rates, there's no question lenders need to play offense to help get consumers into their dream home. Traci Huntemann-Piatt, vice president of marketing at Envoy Mortgage, joined Joe Welu to discuss how she is leading her team to tackle the market, how to remain nimble, and how to go "back to the basics" to mine your database and uncover new opportunities.

Traci is an innovative and award-winning communications and marketing leader with broad experience in the corporate and non-profit sectors, spending the last 18 years in leadership roles within the financial industry. Currently, Traci serves as Envoy Mortgage’s Vice President of Marketing, where she leads its corporate and field marketing strategies and execution.

Traci Huntemann-Piatt

VP of Marketing, Envoy Mortgage

As mortgage lenders face market uncertainty among rising interest rates, there's no question lenders need to play offense to help get consumers into their dream home. Traci Huntemann-Piatt, vice president of marketing at Envoy Mortgage, joined Joe Welu to discuss how she is leading her team to tackle the market, how to remain nimble, and how to go "back to the basics" to mine your database and uncover new opportunities.


Back to Basics: Growing in a Contracting Market

The mortgage industry continues to experience its fair share of shake-ups. As the fed raises rates and we're seeing consumer sentiment at all-time lows, trusted financial advisors are needed now more than ever to help consumers navigate choppy waters. In this episode, Total Expert Chief Lending Officer Dan Catinella joins Joe Welu to break down all of the recent headlines and find the silver lining among tumultuous times.

With 20 years of experience in mortgage technology, Dan Catinella is a seasoned technology executive focused on driving digital transformation through all channels of lending. In an ever-changing digital landscape, Dan keeps a constant pulse on the next innovation that could change the way business is conducted. As Chief Lending Officer for Total Expert, Catinella identifies and develops high-impact innovation strategies that align with the company’s business goals and growth priorities. He works with Total Expert’s customers to dig into the problems they’re looking to solve and aligns Total Expert’s innovation strategy with their business goals.

Dan Catinella

Chief Lending Officer

The mortgage industry continues to experience its fair share of shake-ups. As the fed raises rates and we're seeing consumer sentiment at all-time lows, trusted financial advisors are needed now more than ever to help consumers navigate choppy waters. In this episode, Total Expert Chief Lending Officer Dan Catinella joins Joe Welu to break down all of the recent headlines and find the silver lining among tumultuous times. 


Tales from the Trenches

Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, stops by Expert Insights to talk with host Joe Welu about how Evolve is modernizing its business. During the conversation the two discuss the bank's incredible retention rates, staying relevant in the current financial climate, and making data-driven decisions. Key Takeaways:<ul><li>[01:58] Background on Evolve Bank and Trust</li><li>[03:28] Lance's story and secret to success</li><li>[05:56] Sales and retention at Evolve Bank and Trust</li><li>[07:26] Serving your people and the customer</li><li>[09:20] On being data-driven and discussing best practices</li><li>[11:23] What it means to be a modern bank, and Evolve's vision for the next decade</li><li>[14:15] Stay relevant to stay alive</li><li>[17:16] Lance's thoughts on the current market cycle</li></ul>

Mr. Lemoine has more than 30 years of experience and expertise in mortgage banking, capital markets, marketing, and consumer lending. Lance was with Fleet National Bank and Fleet Mortgage for more than 15 years as well as distinguished careers at Wells Fargo and USAA. He was also the CEO of AmeriPro home loans prior to its purchase by Guild Mortgage. He graduated from the CBA Graduate School of Retail Bank Management and Bentley University, Waltham, MA with a degree in Finance.

Lance Lemoine

President, Mortgage Division at Evolve Bank & Trust

Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, stops by Expert Insights to talk with host Joe Welu about how Evolve is modernizing its business. During the conversation the two discuss the bank's incredible retention rates, staying relevant in the current financial climate, and making data-driven decisions.


What It Means To Be a Modern Bank

President and COO of FinLocker Brian Vieaux joins Joe Welu on Expert Insights to discuss going beyond a transactional mindset and delivering value to consumers by helping them prepare for life's biggest financial decisions. Key takeaways: <ul><li><a href="https://podcasts.totalexpert.com/public/108/Expert-Insights-801d971b/6d181a36?clip=f6008daa" rel="noopener noreferrer" target="_blank">[00:55] Brian's background and FinLocker story</a></li><li><a href="https://podcasts.totalexpert.com/public/108/Expert-Insights-801d971b/6d181a36?clip=f8114b0a" rel="noopener noreferrer" target="_blank">[05:16] Financial health and wellness, and enabling customer success</a></li><li><a href="https://podcasts.totalexpert.com/public/108/Expert-Insights-801d971b/6d181a36?clip=66fc71fa" rel="noopener noreferrer" target="_blank">[08:26] Engaging up-funnel and empowering the modern consumer</a></li><li><a href="https://podcasts.totalexpert.com/public/108/Expert-Insights-801d971b/6d181a36?clip=8c35e018" rel="noopener noreferrer" target="_blank">[14:37] Most innovation is focused on the transaction</a></li><li><a href="https://podcasts.totalexpert.com/public/108/Expert-Insights-801d971b/6d181a36?clip=dbb6a0d4" rel="noopener noreferrer" target="_blank">[18:24] The Struggle of being a B2B2C platform</a></li><li><a href="https://podcasts.totalexpert.com/public/108/Expert-Insights-801d971b/6d181a36?clip=95c6a8ba&amp;audiogram=true" rel="noopener noreferrer" target="_blank">[21:56] The importance of consumer control over their data</a></li><li><a href="https://podcasts.totalexpert.com/public/108/Expert-Insights-801d971b/6d181a36?clip=662971ae" rel="noopener noreferrer" target="_blank">[26:52] Possibilities with FinLocker and data management with a privacy-focus</a></li></ul>

Brian has over 25 years bank lending and mortgage experience. He was SVP of Third Party Originations, Wholesale & Correspondent Lending at Flagstar Bank. Brian was SVP at Aurora Bank; SVP at Indymac Bank; and National Sales Director at CitiMortgage.

Brian Vieaux

President & COO, FinLocker

President and COO of FinLocker Brian Vieaux joins Joe Welu on Expert Insights to discuss going beyond a transactional mindset and delivering value to consumers by helping them prepare for life's biggest financial decisions. They uncover what can happen when lenders lead from a position of financial education and literacy to close the homeownership gap and empower consumers with their own financial data.


Unlocking Value with Financial Health & Wellness

President and COO of FinLocker joins Joe Welu on Expert Insights to discuss how to go beyond a transactional mindset and deliver value to consumers by helping them prepare for life's biggest financial decisions. 


Jason Henrichs of Alloy Labs talks with Expert Insights host Joe Welu about the state of fintech in 2022. Alloy Labs interacts with many banks that are in the middle stages of digital transformation, and Jason outlines opportunities for the future of banking institutions growing to fit the modern needs of customers.

Jason is Chief Executive Officer of Alloy Labs where he places a particular focus on leveraging his success in venture capital and startups to develop exponential growth opportunities for our members, especially through our Concept Lab and Alloy Alchemist fund.

He has a long history as an innovator in financial services, creating new business models, and using technology to drive change.​ He has experience as a founder, venture capitalist, enterprise executive, board member, trusted advisor, and startup mentor.

Jason Henrichs

Founder and CEO of Alloy Labs

Jason Henrichs of Alloy Labs talks with Expert Insights host Joe Welu about the state of fintech in 2022. Alloy Labs interacts with many banks that are in the middle stages of digital transformation, and Jason outlines opportunities for the future of banking institutions growing to fit the modern needs of customers.


Is Fintech Softening?

Is Fintech Softening? What is happening in the financial services market in 2022?

Steve Jacobson, the founder and CEO of Fairway Independent Mortgage Corporation, joins Joe Welu on Expert Insights to share his perspective on the mortgage industry, what it takes to build a culture with a growth mindset, and his vision for Fairway for the next five years.

Since establishing Fairway Independent Mortgage Corporation in 1996, founder and CEO, Steve Jacobson has been an innovative leader in the mortgage industry. In the past 26 years, the company has continually grown, closing $72.5 billion in 2021 alone and employing more than 10,000 team members nationwide. Mr. Jacobson’s focus on growth has led to more than 750 Fairway branch and satellite locations across the United States.

As a leader, Mr. Jacobson has been personally recognized for his contributions within the mortgage industry. In 2019, he received the HW Vanguard Award, which recognizes individuals who, through their leadership, have moved the housing industry and economy forward. Not only that, but his philanthropic endeavors are illustrated by Fairway’s nonprofits, American Warrior Initiative (AWI) and Fairway Cares. Each year, both nonprofit organizations are able to grow and impact thousands of lives through the generous contributions of Fairway’s employees.

Steve Jacobson

Founder and CEO of Fairway Independent Mortgage Corporation

Steve Jacobson, the founder and CEO of Fairway Independent Mortgage Corporation, joins Joe Welu on Expert Insights to share his perspective on the mortgage industry, what it takes to build a culture with a growth mindset, and his vision for Fairway for the next five years.


A Customer-First Culture for Modern Lenders

Steve Jacobson, the founder and CEO of Fairway Independent Mortgage Corporation, joins Joe Welu on Expert Insights to share his perspective on the mortgage industry and his vision for Fairway for the next five years.


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The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out – and winning – as a bank, lender, or credit union looks different today than once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into action in your organization to help you drive growth and create customers for life.

The Financial Brand Forum: Top Takeaways

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Today's Host

Joe Welu

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James White

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