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.
MichaelGuidotti
Michael Guidotti

Dir. of Integration & Branch Technology
American Pacific Mortgage

Sue_Woodard
Sue Woodard

Chief Customer Officer
Total Expert

Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas

Posted by: Bill Dallas and Joe Welu

On: April 16, 2019

Completing the first mortgage transaction with a new customer is an achievement and – what should be – the start of a lifetime relationship.

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