Platform Innovation & Industry Leadership
Platform Innovation & Industry Leadership
Customer Engagement & Lifecycle Marketing
Growth Strategy & Sales Enablement
If you're attending pre-conference training, swing by the registration booth early to pick up your registration materials before dinner.
Join us to kick off your Accelerate experience with elevated energy—dinner and drinks included. Connect with fellow pre-conference training attendees and set the tone for a high-impact week ahead.
*Only open to pre-conference training registrants. Learn more about pre-conference training.
Jumpstart your Accelerate experience with a hands-on, in-person training designed for marketing admins to build smarter workflows, workshop with peers, and configure Total Expert features for real results—before the conference even begins.
*Note: Pre-registration required. Learn more about pre-conference training.
Total Expert Founder and CEO Joe Welu will kick off Accelerate 2025 with an energizing keynote that challenges every attendee to Aim Higher by harnessing the power of AI, customer intelligence, and smarter strategies to drive meaningful growth. This opening session will also feature our highly anticipated Product Keynote, spotlighting what’s new, what’s next, and how Total Expert is evolving to meet the needs of modern financial institutions. We’ll introduce our reimagined Customer Success vision, built to help you achieve more at every stage, and celebrate the organizations leading the way with the reveal of our 2025 Expy Award winners. This is your launchpad to learn, connect, and collaborate on bold strategies that fuel growth and loyalty in any market.
Recharge, refuel, and reconnect—grab a refreshment and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.
We’re turning up the Denver vibes! Join us for a high-energy kickoff to Accelerate 2025—featuring good eats, live music, and purposeful conversations. It’s your first chance to connect, get inspired, and set your sights on the next level.
Recharge, refuel, and reconnect—grab a refreshment and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.
Recharge, refuel, and reconnect—enjoy lunch and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.
Recharge, refuel, and reconnect—grab a refreshment and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.
Take a moment to unwind and engage with our sponsors in the Expo Hall. Enjoy a cold beverage while you make your rounds, fostering connections that could spark new ideas and opportunities.
Get ready to cap off your experience at Accelerate! Embrace the spirit of Après Ski as you mingle, unwind, and aim higher together. Whether you’re donning cozy ski apparel or enjoying the vibrant atmosphere by our upbeat DJ, you’ll feel the energy of innovation and connection in the air. Join us for a celebration that blends the excitement of AI advancements with the warmth of camaraderie—let's reach new heights together going into 2026!
Together, we’ll reflect on our journey, celebrate our achievements, and inspire each other to aim even higher as we enter the new year. Let’s carry this momentum forward and look ahead to new possibilities!
True loyalty goes deeper than the purchase—it’s built through seamless experiences and meaningful connections. In this panel discussion, hear from some of our expert partner network members alongside a customer who is leveraging their integrations to deliver more value at every stage of the journey. Discover how partnerships fuel innovation, streamline engagement, and strengthen long-term relationships that keep customers coming back.
Turning Servicing into Your Secret Weapon
Customer engagement doesn’t stop at loan origination—it’s a lifelong journey. In this interactive panel, hear directly from customers who are successfully applying lifecycle-based marketing frameworks to keep contacts engaged from the first touchpoint through long-term retention. Learn how they map the customer journey, activate personalized campaigns, and build lasting relationships that drive loyalty and repeat business. Walk away with practical strategies you can apply to create meaningful connections that last well beyond the transaction.
The Better Bid: Enabling Borrowers to Act on Their Buying Power
House hunting, offer making, and getting outbid is a vicious cycle. In today’s changing market, buyers are not always up to date on their current purchase power. In this tactical session, we will explore new strategies for using Contact Management Tools, Rate Quotes and Dynamic Emails to ensure your buyers are always knowledgeable about the strength of their bid.
Hear from a panel of innovative lenders driving business value from AI in practical ways—improving outreach, increasing productivity, and enhancing the borrower experience from lead prioritization to engagement triggers. This session will spotlight real-world results, and you’ll learn how organizations are evolving with AI.
Unlock the full potential of your Total Expert investment by focusing on what matters most—consistent adoption. In this dynamic panel discussion, hear directly from customers who have successfully driven meaningful engagement across their sales teams using a three-pillar strategy. Whether you're in the early stages of platform rollout or looking to accelerate engagement, this session will provide actionable insights to help you: Build repeatable training rhythms that boost confidence and usage, align leadership around clear expectations and measurable accountability, and create structured feedback loops that turn loan officers into champions.
In this session, discover how to harness behavioral signals and real-time data to prioritize outreach, personalize messaging, and deepen engagement across the customer lifecycle. We’ll showcase real-world success stories from lenders who have mastered the art of turning data into a flywheel for growth.
Scroll through a loan officer’s Activity Stream and one thing is clear: borrowers are actively engaging with email, SMS, and social posts! Every interaction is a signal, and for marketing and sales teams, it’s a moment of opportunity. In this session, we’ll unpack real examples of high-impact customer engagement and share a proven playbook to help your teams respond with precision. You’ll learn how to align marketing strategy with sales timing—so no click, open, or reply is left behind!
Let’s get real. In this high-energy, interactive breakout, you’ll rotate through a series of small group conversations with others who are in the trenches just like you—building smarter strategies, driving adoption, and unlocking value from Total Expert. Whether you’ve been using Total Expert for years or are just getting started, this session is your chance to trade notes, get inspired, and build better together.