ABOUT THIS PODCAST 🔗
The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out—and winning—as a modern bank, lender, or credit union looks different than it did even five years ago. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions to discuss how they're standing out from competitors, leveraging new technologies, and deepening customer relationships. Each episode aims to provide leadership and innovation strategies you can put into action at your organization to help drive growth and earn customers for life.
Hosts:
Update frequency:
every 38 days
Average audio length:
15 minutes
Guest interviews
English
United States
108 episodes
since March 15, 2017
episodic
LATEST EPISODE 🔗
At the core of Prosperity Home Mortgage, they are hyper-focused on communication, which includes everyone in the homebuying process. That includes the real estate agent, the lender, and the borrower. For President and CEO Justin Messer, that means thinking beyond the transaction and evaluating ever…
PREVIOUS EPISODES 🔗
The technology conversation of GenAI has moved so fast since OpenAI and Chat GPT burst into the public eye. But are businesses just buying into the hype of AI, and does it really benefit their goals and needs? For Shashank Shekhar, Founder and CEO at InstaMortgage, he is taking AI's capabiliti…
The technology buzzwords for the last few years have been AI analytics, data analytics, and automation, but businesses are still unsure how to leverage those advancements in their systems. Leveraging data and connecting systems correctly requires companies to consider what they are trying to accomp…
Medicare agents and agencies have gone through drastic changes over the last 20 years, making adapting and growing with the times challenging for all involved. With a constantly growing customer base, education and personal communication has become a greater necessity to maintain and grow in an exp…
The housing market narrative for 2024 is shaping up to be part mystery, part thriller, part blockbuster. We know rates will come down, but when and how much? When rates do come down, what will be the biggest priorities and opportunities for lenders? And, what can lenders and loan officers do right …
Total Expert Founder & CEO Joe Well, Chief Lending Officer Da Catinella, and General Manager of Banking James White came together to discuss how shifts in the market as we enter 2024 will impact both financial institutions and the consumers they serve.With rates expected to drop throughout the …
It’s a star-studded episode of the Expert Insights podcast as Total Expert Founder & CEO Joe Welu is joined by our in-house industry experts, Chief Lending Officer Dan Catinella and General Manager of Banking James White, to talk about the huge news around interest rates. Join us as they discus…
Wed. Dec. 13, 2023 ended on a positive note for lenders as the Federal Open Market Committee and Federal Reserve Chair, Jerome Powell, made clear statements that rate hikes are completed and they intend to make several rate cuts in 2024. This crystal clarity should introduce stability to the market…
What’s in it to partner with Salesforce? That’s the question we will discuss today. Joining Joe Welu in this episode is the Vice President of Partner Ecosystem at Total Expert, Patrick Hanley. Bringing with them from the Dreamforce Conference are some of their key takeaways from Salesforce’s larges…
Join Total Expert Founder & CEO Joe Welu and VP Partner Ecosystems Patrick Hanley as they discuss the invaluable insights and they took away from experts across the technology and financial services industries while at #Dreamforce2023. As a proud Salesforce partner, we’re excited to share our e…
Disclaimer: The podcast and artwork embedded on this page are from Total Expert, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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