Agenda

The right campaigns can yield significant results. But how can you ensure you’re maximizing their potential? Join Marissa Kosin, senior software training consultant, as she walks through critical steps everyone should take to test their campaigns to get the most bang for their buck. She’ll share enhanced best practices and introduce newly created testing resources, equipping attendees with the resources they need to start their own testing process.

Speakers: Marissa Kosin, Total Expert

Vertical Focus: Mortgage/Banking/CU

Even with the availability of new channels, email marketing continues to be a mainstay in executing a communication strategy to consumers. This discussion-driven session will provide actionable insight into how to create emails that increase customer engagement, as well as how to build a content strategy that enhances the entire customer journey.

Speakers:
Laura Martell, Mountain West Financial
Mackenzie Acri, Total Expert

Vertical Focus: Mortgage/Banking/CU

What does innovation in banking mean? According to Jason Henrichs, CEO of Alloy Lab, banks partnering with fintechs is not an innovation strategy. In fact, it is now table stakes. True innovation is an act of courage. In this fast-paced session, Jason and Total Expert CEO Joe Welu will tackle the various opinions and trends around the intersection of fintech and modern financial institutions and offer practical guidance on organizational change and innovation as a growth strategy.

Speakers:
Joe Welu, Founder & CEO, Total Expert
Jason Henrichs, CEO, Alloy Labs

Vertical Focus: Banking/CU

In a competitive and commoditized space, experience is the differentiator. But often, the digital experience consumers have come to expect hides loan officers away from their customers and agents. And in a rising rate environment, those relationships are more important than ever. Join Steve Pacinelli, CMO of BombBomb, and learn how Total Expert and BombBomb add both personal and evergreen videos into the customer experience. You’ll learn how you can help your teams save time, add clarity, and further deepen customer relationships.

Speaker:
Steve Pacinelli, BombBomb

Vertical: Mortgage

It’s no secret that building deeper relationships with depository customers can increase customer lifetime value and improve retention rates. The challenge is: how can banks and credit unions accomplish this? Join this panel to hear Jason Henrichs, CEO of Alloy Labs, Chris Otey, CRO at CU 2.0, and Chrissy Oelke, AVP at Horicon Bank, highlight strategies to increase wallet share of depository customers -- all while building stronger customer relationships.

Speakers:
Jason Henrichs, CEO of Alloy Labs
Chris Otey, CRO at CU 2.0
Chrissy Oelke, AVP at Horicon Bank
Austin Amato, Total Expert

Vertical: Banks/CU

As the market shifts and lender priorities change, the Great Resignation is becoming a reality for the mortgage industry. What can you do to retain your top talent in today’s market? Join David Lykken, mortgage expert, and Josh Lehr, senior director of alliances at Total Expert, as they share the key strategies to build a loan officer retention strategy that works, including how you can leverage your tech stack to empower your loan officers to deliver impact where it matters most.

Speaker:
David Lykken, Lykken on Lending
Josh Lehr, Total Expert

Vertical: Mortgage

Grab a seat and learn from your peers and our team of experts in this fast-moving session. Led by industry superstar Sue Woodard, these roundtable discussions will focus on the most common engagement challenges seen by customers. Come prepared to discuss how to engage loan offers with technology and strategies for supporting real estate agent and employee engagement.

Speaker:
Sue Woodard, Senior Advisor, STRATMOR Group

Vertical: Mortgage

Depleting mortgage volume. Rising rates. The market doesn’t appear to be in lenders’ favor. But the reality is, the market is ripe with opportunities to grow your business with the right tools and strategies in place. In this session, Wendy Lewis, senior executive vice president at TowneBank Mortgage, and Tess Dailey, manager of customer success at Total Expert, share an action plan to drive results, even in a tight market with higher competition.

Speakers:
Wendy Lewis, TowneBank Mortgage
Tess Dailey, Total Expert

Vertical Focus: Mortgage

Volatile rates and rising home prices keep changing goals and affordability for your home buying customers in today’s tough mortgage market. To close and retain these customers, you must constantly deliver value by building and maintaining the most comprehensive profiles, listening to them, and engaging with empathy, context, and relevance any time anything about your customers’ profiles or intent changes. This workshop-style session is all about how to do this across all channels like SMS, email, voice, direct mail, social, and more.

Speakers:
Joe Welu, Total Expert
Julian Hebron, The Basis Point

Vertical: Mortgage

For years, the industry has been speculating about the digital transformation and how it impacts consumer relationships with their financial institutions. From innovation among community banks to the boom of neobanks, it's safe to say the digital transformation is here. But, what comes next? And how can banks and credit unions be prepared to adapt and build better relationships with consumers? Find out in this session with our expert panel. 

Speakers:
Bryan Clark, Dart Bank
James Robert Lay, Digital Growth Institute
Grace Bruins, Horicon Bank
Hollie Brown, Coastal Community Bank

Vertical: Banking/CU

In an ever-changing market, it’s critical to remain focused on target customers to achieve growth. Connecting with your loan officers’ existing networks through digital advertising unlocks incredible value with the contacts they’ve already built. Attend this session to discuss how humanizing loan officers through automated follow-up can benefit your mortgage business.

Speakers:
Jed Carlson, Adwerx
Jelaire Grillo, Prosperity Home Mortgage LLC

Vertical Focus: Mortgage

You’re already using Total Expert to create killer Journeys and engage with customers in more relevant ways. But can you take your use of the platform to the next level? Join Total Expert Customer Engagement Manager Bobbi Jo Dallas and Mortgage Solutions Financial Vice President of Training & Development Jesse Lopez to learn new ways to use Total Expert, including company communications, onboarding, video programs, and more.

Speakers:
Bobbi Jo Dallas, Total Expert
Jesse Lopez, Mortgage Solutions Financial

Join the Total Expert Product Team for an open Q&A! This session will give you the opportunity to ask your burning questions about the latest product innovations and integrations, including Customer Intelligence, Consumer Direct, and more.

Speakers:
Matt Tippets, Total Expert
Alec Catsuros, Total Expert

Vertical: Mortgage/Banking/CU

In the shift to a purchase market, it's imperative that each contact entering your database is sent on the most effective, relevant Journey. This session will uncover strategies that marketing teams can implement to ensure that every contact entering their loan officer database is immediately added to the perfect customer journey.

Speaker: Luke Wieneke, Total Expert

Vertical: Mortgage

Today’s successful mortgage loan officers know the power of social media, but there’s so much more than likes and comments. In this session, Denim Social CEO Doug Wilber will discuss practical ways mortgage marketers and MLOs can build a digital social selling funnel that converts.

Speaker: 
Doug Wilber, Denim Social 

Vertical: Mortgage

Move beyond simple tabular reports and start building customizable dashboards that provide actionable insights. Interactively explore your data, identify trends, define KPIs, and tell a story with flexible visualizations. This session will demonstrate how to use Total Expert's upcoming dashboard and reporting features to measure your marketing campaigns and stay ahead of your customers' financial needs so you can build deeper customer relationships. 

Speakers:
Brenda Simons, Total Expert
Kaitlyn Howen, Total Expert
Andrew Knight, Total Expert

Vertical: Mortgage/Banking/CU

Every last deal matters for LOs and realtors in this tough purchase market. In this lender panel, you’ll hear the truth on which fintech trends will die out and which will power your team in this market cycle. We’ll also put a 2022 perspective on old-school tactics like enabling cash-like offers for your homebuyers; how to stay in front of your realtors and builders; and executing on your “The Deal Is Done” pre-approval strategy. This is a session you can’t afford to miss.

Speaker: 
Julian Hebron, The Basis Point
Jay Promisco, Sierra Pacific Mortgage
Kelly Gill, Motto Mortgage
Dan Catinella, Finance of America Mortgage

Vertical: Mortgage

As rates continue to rise and total originations continue to drop, lenders are exploring new channels to open more doors for their retail loan officers.  Join our panel of experts to learn how lenders are leveraging best practices from consumer direct originators to gain market share in their local areas, grow referral business, and increase originations for their loan officers.

Speaker:
Josh Lehr, Total Expert
Brett, McCracken, STRATMOR Group
Will Adams, LendingTree

Vertical: Mortgage

The data gold rush is here. But what does that mean for the financial services industry and how can you harness the power of your data to turn insights into action? This session will showcase how you can use Total Expert's data, insights, and action framework to deliver a higher return on investment and create customers for life.

Speakers:
J.J. Slygh, Total Expert
Tess Dailey, Total Expert

Vertical: Mortgage/Banking/CU

Get a sneak peek of our new CRM purpose-built to meet the unique needs of today's banks and credit unions as they look to the future of retail banking. See the difference of a platform designed to solve your everyday challenges and how it can enable your organization to provide greater customer satisfactions through a hybrid digital + human approach.

Speakers:
Alec Catsuros, Total Expert
Samantha Thielen, Total Expert

Vertical: Banking/CU