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Total Expert’s Dan Catinella and Ryan Picchini sat down with InGenius CEO Jeff Walton to discuss strategies for identifying, engaging, and converting loan officers who are the right fit for your business.

 

Key takeaways:

  • How to utilize recruiting data, marketing intelligence, and automation as the foundation for a successful recruiting engine
  • How the right digital tools can help quickly and efficiently fill the gaps in your recruiting pipeline
  • How finding the right mix of human and digital touchpoints is a competitive advantage to keeping your LO pipeline full

Speakers:

Jeff Walton

Jeff Walton

InGenius CEO

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Dan Catinella

Total Expert Chief Lending Officer

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Ryan Picchini

Total Expert VP, GTM Strategy

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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.