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

Rising demand has changed the way financial brands approach customer or member engagement. 

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The average homebuyer doesn’t dream of having a mortgage, they dream of owning a home.  

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

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