Expert Insights
Claim This Podcastby Total Expert
Podcast Overview
<p>The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out – and winning – as a bank, lender, or credit union looks different today than once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into action in your organization to help you drive growth and create customers for life.</p>
Language
🇺🇲
Publishing Since
3/15/2017
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Recent Episodes
August 6, 2024
Respecting Transactions by Humanizing the Homebuying Journey
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 every engagement between those individuals throughout the homebuying journey. To create that trust requires you to constantly rethink and optimize each interaction, seeking a flawless experience by keep...
July 16, 2024
Incubating AI Specifically Designed for the Mortgage Industry
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 capabilities and augmenting them for mortgage and lending companies to solve challenges specific to the industry to improve efficiencies and productivity. What started as a curiosity has turned into creating a tan...
June 11, 2024
Activating Data the Right Way for a Targeted Purpose
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 accomplish with their information. Cogneesol recently partnered with Total Expert to help the insurance industry work toward structuring and organizing data to give them a full view of their pipeline. On ...
108 total episodes available
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Frequently asked questions
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- What is Expert Insights?
<p>The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out – and winning – as a bank, lender, or credit union looks different today than once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into action in your organization to help you drive growth and create customers for life.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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