The Software Solution for the Future of Banking and Mortgage

Marketing Operating Systems (MOS) not only allow you to capture your customers’ and prospects’ contact information so your salespeople can track their interactions with their personal brand, but they allow you to centralize your entire technology stack to empower salespeople to work in a way that helps them grow their books of business – and your bottom line.

MOS solutions can vary in ease of use and sophistication, so we’ve put together a list of the nine core components every MOS needs if you want to successfully recruit and retain a top producing team.

  1. Personalization
  2. Modern, Built-In Contact Management and CRM
  3. Customer Management
  4. Personal and Local Branding Within the Enterprise
  5. Speed to Market
  6. Customer Analytics and Reporting
  7. Compliance Framework
  8. Open API & Robust Integrations
  9. Relentless Focus on Customer Success
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Brand Building That Gives Customers What They Want

Posted by: Total Expert Team

On: March 19, 2019

Modern customers are savvy adopters of anything that makes their lives simpler or adds value. For many lenders, that has meant huge investments in...

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3 Growth Opportunities Most Financial Services CMOs Haven’t Tapped

Posted by: Total Expert Team

On: March 12, 2019

We recently wrote about four top priorities that financial services CMOs have on their plates in 2019: owning customer experience, winning...

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Bridging the Gap Between Technology and Trust

Posted by: Todd Duncan and Joe Welu

On: March 05, 2019

Mortgage lenders once attracted a new customer and maintained that relationship with face-to-face engagement through their most crucial life...

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