Expert Insights
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Expert Insights is a business podcast hosted by Total Expert. It has 108 episodes, with the latest published August 2024.
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.
business ·en-us ·108 episodes
Respecting Transactions by Humanizing the Homebuying Journey
Incubating AI Specifically Designed for the Mortgage Industry
Activating Data the Right Way for a Targeted Purpose
Enhancing Education and Engagement for Medicare Insurance Agents
2024 Housing Market Outlook, Analysis, and Insights
Increasing Customer Lifetime Value in Financial Services
Risks & Opportunities Around the Rate Environment in 2024
Maximize the Rate Environment and Seize Refinance Opportunities
Key Takeaways On The Dreamforce Conference: Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley
Better Together with Salesforce: 2023 Dreamforce Recap
A Closer Look At The Mortgage Space Mid-2023 With Julian Hebron
Exploring Challenges And Opportunities In The Insurance Industry: Communication, Collaboration, And The Role Of AI With Chris Cline And Ilya Filipov
The Evolution of the Housing Industry with Clayton Collins
Journey to the Top with Shant Banosian
Silicon Valley Bank (SVB): What Happened And The Opportunity With James White And Dan Catinella
Marketing In Today's World: Understanding Gen Z Consumer Attitudes And Mindsets With Shashank Shekhar
Best Practices For Maximizing Growth With Dan Catinella
Raising Industry Standards Using Tech and Innovation with Katherine Campbell
Technology Evaluation: Tech Stack Or 'Franken-Stack?'
The 2023 Growth Playbook: Customer Acquisition With Sue Woodard
Technology In Banking & Bridging The Data Gap With Allan Rayson
The Financial Brand Forum: Top Takeaways
Back to Basics: Growing in a Contracting Market
Tales from the Trenches
What It Means To Be a Modern Bank
Unlocking Value With Financial Health & Wellness
Is Fintech Softening?
A Customer-First Culture For Modern Lenders
Being Comfortable In The Uncomfortable
Creating A Values-Based Bank
Navigating Over-Hyped Inflation Headlines
Two Ways Lenders Should Elevate Multicultural Marketing
How Banks and Lenders Can Tackle Three Critical Innovation Roadblocks
How Product Innovation Changes Customer Experience
Servicing is Key to Customer for Life - Julian Hebron
The Customer for Life Tech Stack - Julian Hebron
Delivering ROI by Going All-In on Customer Experience with Dan Catinella
You Can't Advertise Your Way to Trust
Financial Outcomes vs. Financial Products
Becoming a No-Limit Company
Purpose vs. Proof: Putting Action Behind Your "Why"
Reacting to Today or Being Strategic for Tomorrow?
Customer Loyalty: Becoming the Lifetime Financial Partner
Leaders vs. Laggards: Sales & Marketing Alignment
Customer Experience: Perception vs. Reality
Operationalizing Empathy in Your Financial Institution
Top Priorities of the Best-Run Financial Brands Post-COVID Part 3: Accelerating Innovation
Top Priorities of Best-Run Financial Brands Post-COVID Part 2: Efficiencies & Optimization
Top Priorities of Best-Run Financial Brands Post-COVID Part 1: Taking Care of Customers
2020 Lessons Learned & Key Insights Part 4: The Humanization of Business
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