All Episodes
Expert Insights — 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
2020 Lessons Learned & Key Takeaways Part 3: Your Sales Strategy has to Change
2020 Lessons Learned & Key Takeaways Part Two: Engagement as Competitive Advantage
2020 Lessons Learned & Key Takeaways Part One: Most Limits Were Self-Imposed
Leadership Thoughts on the Black Swan of 2020
Becoming Customer for Life Company Part 2
Becoming a Customer for Life Company Part 1
Top 3 Things to Consider Before Choosing a Technology Partner
Why Customer Experience is the Ultimate Differentiator
Why AI Could Impact Business More Than the Internet
Why Technology Should Enhance - Not Replace - Customer Relationships
4 Ways the CMO Role Will Change
Are You Missing the 3 Demands of the Modern Customer?
Modern Marketing is Changing Banking & Lending
Two Simple Ways to Grow Revenue This Year
Humanizing the Customer Journey
Opportunity or Destruction Part 3: Play Offense & Drive Growth
Opportunity or Destruction Part 2: Forcing Adoption
Opportunity or Destruction Part 1: Keys to Success in Today's Market
Opportunity or Destruction: The Current State of the Market
Customer First Technology
The Power of Personalization
Anticipating the Needs of Your Customers
Growing Profits in 2018 for Banks and Mortgage Companies
Driving Business Outcomes with Digital Transformation
Driving Growth with a Partner Mindset
Education-centric Marketing: Why it's Critical
Recruiting & Retention: Key Drivers of Success
Best Practices: Accelerating Innovation
Doubling Down on Marketing Innovation
Legacy Technology Can Destroy Your Business
Making Your Competition Irrelevant
Top Industry Trends: The Rise of the Personal Brand
Future of the Industry: The Innovation Council
Industry Game Changers: 3 Areas of Focus Driving Their Success
Leverage Customer Experience, Grow Your Brand
Slow season? Doesn't have to be
Customer Profiling for Maximum Engagement
Regime Change at the CFPB - What's Next?
Social Media Best Practices for the Modern Lender
Accelerating in '18: Purchase Business & Technology
Change Before You Have To
Win with the 1-Page Business Plan
Marketing at the Point of Sale in Mortgage and Real Estate
Instant Gratification Can Defeat Lasting Success
Big Data Can Mean Big Profit
Adapt or Die: Commit to the Cutting Edge
Expert Strategies: Third Quarter is Almost Over....
Expert Strategies: Increase business by 20%+ by using marketing automation
Expert Strategies: Education-based Marketing August 2017
Expert Strategies: Using the News
Expert Strategies: Zillow - Friend or Foe?
Expert Strategies: Developing a Community Channel of Business
Expert Strategies: The Hub & Spoke Model
Expert Strategies: Pivot to Purchase
Expert Strategies: Co-Marketing for Mortgage and Real Estate Professionals
Expert Strategies: Mastering Millennials - What Loan Officers & Realtors Need to Know
Expert Strategies: The Uberization of Mortgage and Real Estate
Expert Strategies: What's the Diamond Strategy?