Accelerate Agenda

Join this session for a robust, customer-led discussion around the rapidly shifting lending market and the impact it has on loan officers. The ability to be flexible and adapt is crucial and can have a big impact on technology adoption. How can you set loan officers up for success? What works when trying to motivate loan officers to use technology? Join these industry experts as they tackle these topics.

Moderated by: Kevin Peranio, Chief Lending Officer, PRMG

Speakers:

Elizabeth Hillestad, SVP Marketing, Civic
Jelaire Grillo, Customer Relationship Manager, Prosperity Home Mortgage, LLC

Vertical Focus: Mortgage

To meet the growing demands of your customers, developing a customer engagement strategy that goes past personalization to create authentic human connections will be one of the primary ways you can deliver experiences that differentiate you from your competition. Join Total Expert's J.J. Slygh and Amanda Swanson of Cornerstone Advisors as they deep dive into the growing need for advanced personalization in the digital space and highlight how to put this into practice.

Speakers:

J.J. Slygh, Customer Experience Consultant, Total Expert
Amanda Swanson, Director, Cornerstone Advisors

Vertical Focus: Banking/CU

Increasing customer retention by five percent can result in an increase of profits by up to 95%, according to industry research. While the value of customer retention is clear, it continues to challenge today's lenders. This session will cover how to deploy a customer retention model that works -- both for your loan officers and your customers. Walk away with ideas to transform your retention strategy to drive profitability and ultimately create customers for life.

Speakers:

Alec Catsuros, Senior Product Manager, Total Expert
Julian Hebron, Founder, The Basis Point

Vertical Focus: Mortgage

Are your customers getting a consistent experience from brick-and-mortar to digital? As many banks move digitally, there is a challenge to humanize those experiences by creating Journeys that respond to the needs of the customer. Learn industry proven best practices when creating Journeys for your organization to build trust with every touchpoint.

Speaker: Bill Lage, Senior Software Training Consultant, Total Expert

Vertical Focus: All

At Total Expert, we strive to become an extension of your team. Learn about all the different ways you can engage with Total Expert to get the most out of our relationship, including training resources, success and support teams, pre-built content, and more.

Speakers:
Kate Cosgrove, Senior Customer Success Manager, Total Expert
Catherine Moore, VP/Marketing Coordinator, United Community Bank Mortgage Services

Vertical Focus: All

As branch traffic continues to decline, your financial institution needs an entirely new approach to sales and marketing. No longer is having a website, social media, and some digital ads enough to help you grow. You need a unified digital growth strategy that aligns marketing and sales teams around a greater purpose. Attend this session to receive a Digital Growth Blueprint you can immediately implement to bridge the digital divide between consumers and your products. You will leave inspired with new insights and a proven strategic framework to attract and acquire leads to grow your financial institution.

Speaker: James Robert Lay, Best-Selling Author, Digital Growth Institute

Vertical Focus: Banking/CU

Join Chief Product Officer Matt Tippets and our product team to learn more about the latest product innovations, including TrueIntent, Total Expert for Consumer Direct, our newest integrations, and more. Bring your questions on how to best utilize these new capabilities.

Speakers:

Matt Tippets, Chief Product Officer, Total Expert
Lora Osborn, Senior Director of Product Marketing, Total Expert
Alec Catsuros, Senior Product Manager, Total Expert

Vertical Focus: Mortgage

Almost every financial institution has new customer acquisition as a top priority, but this is only the first step. The key to generating long-term success is with long-term relationships. Learn three strategies from our Innovators First Program members on how they are transforming the experience to retain and grow their customers.

Moderated by: Matt Heffernan, Director of Enterprise Sales, Total Expert

Speakers:

Christian Ruppe, VP of Digital Banking and Head of Innovation, Horicon Bank
Jim Notaro, VP, Manager of Innovation and Optimization at Fidelity Cooperative Bank

Vertical Focus: Banking/CU

The next generation of borrowers have very different expectations when it comes to shopping for mortgages, rates, and homes. In this session we'll cover the latest trends, research, and statistics, and how to optimize your business strategy based on the insights.

Speaker: Josh Lehr, Director of Technology Alliances, Total Expert

Vertical Focus: Mortgage

Join Chief Product Officer Matt Tippets and Total Expert product managers for a more detailed look at the mortgage product roadmap for the coming year. They’ll cover planned delivery timelines on mortgage features within data, reporting, integrations, marketing automation, CRM, and sales productivity. Attend and use this information to align your feature implementation and loan officer adoption plans for 2022!

Speaker: Matt Tippets, Chief Product Officer, Total Expert

Vertical Focus: Mortgage

Consumers are increasingly wary of how their data is being used to market and sell products. But at the same time, they expect financial institutions to personalize offers and communications. Learn how marketers are leveraging zero-party data to improve the customer experience while meeting privacy expectations and regulations.

Speaker: Josh Lehr, Director of Technology Alliancess, Total Expert

Vertical Focus: All

Bottom line, you need a Return On Investment (ROI), but how do you measure this when it comes to the customer experience? In this session, learn how you can leverage your existing data to define and measure your success with a tangible ROI.

Speakers:

J.J. Slygh, Customer Experience Consultant, Total Expert
Rahul Mantri, Product Analyst, Total Expert

Vertical Focus: Banking/CU