Financial transactions should be personal again. But a surprising number of banks and mortgage lenders focus solely on the transaction rather than the customer relationship.

Increasing the lifetime value of your customer requires meeting rising expectations and delighting with impeccable customer experiences.

With the right tech stack, organizations can improve the customer experience by delivering hyper-relevant messaging to the right person at the right time.

Learn how to:

  • Identify gaps in your customer journey.
  • Build an integrated tech stack for business growth.
  • Personalize and automate marketing for better customer relationships.
Michael Guidotti

Dir. of Integration & Branch Technology
American Pacific Mortgage

Sue Woodard

Chief Customer Officer
Total Expert

More Transactions, Less Transactional Selling

Posted by: Total Expert Team

On: February 06, 2019

Today’s buyers are more informed than they used to be. The act of completing a transaction can be done in the palm of their hands with the click...

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Leverage Data to Humanize the Customer Experience and Grow Revenue

Posted by: Total Expert Team

On: January 30, 2019

The fintech market is flooded with valuable consumer information, as global data volume has increased 700 percent since 2012.

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3 Ways Banks and Lenders Can Deepen Existing Customer Relationships

Posted by: Total Expert Team

On: January 21, 2019

In the age of the empowered consumer – a consumer with more choices than ever before – people expect a seamless journey across all channels.

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