Learn key trends and
best practices

Charlotte // 10.17.19

LEARN BEST PRACTICES AND WINNING STRATEGIES

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Industry Leaders Tell All

Learn which marketing and sales strategies the top financial brands are leveraging, fueling you with insights to propel your marketing efforts.

ENHANCE YOUR CUSTOMER EXPERIENCE AND DRIVE ROI

Curious how emerging trends will change the game for your financial brand? Learn how to adapt with proven strategies and best practices so you can position your organization for success in 2020. 

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Inside Look at Upcoming Features

Get a sneak peek of Total Expert’s product roadmap as we unveil upcoming releases and new features that will take your organization to the next level in the coming year.

This is definitely an event that everyone should attend. The content is valuable, as is the face time with people from within the organization that we do not usually get to interact with.

— Accelerate 2019 Chicago Attendee 

 

Amazing atmosphere dedicated to influence the future of the industry.

— Accelerate 2019 San Francisco Attendee 

Featured Speakers

Additional speakers coming soon!

Jake-Fehling

Jake Fehling

Vice President, Marketing

Movement Mortgage

Speaking in: Charlotte

Jarrett-Stanley

Jarrett Stanley

Vice President of Marketing

Southern Trust Mortgage

Speaking in: Charlotte

Katherine-Campbell

Katherine Campbell

Director of Marketing

Assurance Financial

Speaking in: Charlotte & Dallas

Melanie-Marsh

Melanie Marsh

Director of Digital Marketing

Movement Mortgage

Speaking in: Charlotte

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Joe Welu

Founder & CEO

Total Expert

Speaking in: All cities

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Brian Walerius

Chief Technology Officer

Total Expert

Speaking in: All cities

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Sue Woodard

Chief Customer Officer

Total Expert

Speaking in: All cities

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Jeff Walton

President

Total Expert

Speaking in: All cities

A FULL DAY OF KNOWLEDGE

Put yourself on the fast track to modern marketing success with proven strategies to make your customer experience stand out. 
 
Lessons from Game Changers
Networking: The Power of People
The Humanization Index
Small Group Discussions: How Did You Stack Up?
Panel Discussions and More!