Turn the "closing" into the beginning of a lifetime partnership

When dealing with complex financial decisions, consumers don’t want to work with a company – they want to work with a person they trust.  

In today’s fast-paced world, technology allows loan officers to be more efficient with their outreach by staying connected with their customers at all times and using data insights to know when a human touchpoint is needed. 

Uncover what it takes to turn a one-time customer into a customer for life with actionable insights to:

  • Increase technology adoption to grow production.
  • Empower your loan officers to be more profitable.
  • Develop trust in the community to become the trusted advisor.
Bill Dallas

Finance of America

Joe Welu

Founder & CEO
Total Expert

Julian Hebron

The Basis Point

Financial services organizations are racing  to modernize the customer or member journey to meet evolving consumer expectations.

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It’s a huge win when a consumer makes their first transaction to become a customer or member of your financial brand.

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How CMOs Can Attract & Retain Creative Data Experts

Posted by: Joe Welu

On: May 07, 2019

I’ve been making the case here for a while that the role of the CMO is changing in the financial services industry.

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