Keeping pace with rising consumer expectations

If banks and credit unions want to earn modern consumers, grow lifetime relationships and drive success across their lines of business, they must establish human relationships as they connect with customers and members using personalized outreach across various channels along their journey. 

By not only anticipating consumer needs but also educating and advising them, banks and credit unions can build trust and become the central financial partner in their customers’ lives.  

Discover how to modernize the customer or member journey to meet and exceed changing demands, with insights to help you: 

  • Future-proof your customer or member journey.
  • Break down data silos in your enterprise.
  • Put the customer or member experience at the center of your marketing.
Mike Davies

President of United Community Mortgage Services

1903_IMG_Joe Welu Headshot
Joe Welu

Founder & CEO
Total Expert

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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