90 episodes

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.

Expert Insights Total Expert

    • Business
    • 5.0 • 11 Ratings

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.

    Technology Evaluation: Tech Stack Or 'Franken-Stack?'

    Technology Evaluation: Tech Stack Or 'Franken-Stack?'

    Guess who’s back? Fintech evangelist Sue Woodard joins Joe Welu here in Expert Insights studio again, this time to discuss how banks and lenders evaluate their tech stack in today’s macro environment. Sue shares the biggest pain points of lenders in choosing and implementing the right technology, the key components lenders miss during the process, how tech providers can be seen as more than just another vendor, and more! Tune in now to know if it’s all tech stack or “franken-stack”!

    • 15 min
    The 2023 Growth Playbook: Customer Acquisition With Sue Woodard

    The 2023 Growth Playbook: Customer Acquisition With Sue Woodard

    Prioritization is more important than ever as lenders look for ways to grow their businesses. Customer acquisition will certainly be a key component in this regard. Fintech evangelist Sue Woodard joins Joe Welu in the Expert Insights studio to discuss the top priorities for lenders in 2023. She explains how to operationalize the right things in your organization and offer consumers with high-quality advice to help them make their homeownership dreams a reality. They share the mindset that will allow lenders to win in any market and keep their customers coming back for life. Tune in for their insight.

    • 27 min
    Technology In Banking & Bridging The Data Gap With Allan Rayson

    Technology In Banking & Bridging The Data Gap With Allan Rayson

    Named the 2022 Digital Banker of the year by American Banker, Allan Rayson has an impressive track record guiding financial institutions to success, sitting at the intersection of fintech and banking. Having most recently built Encore Bank's tech stack from the ground up, Allan joins host Joe Welu to share his journey, lessons learned, and how banks can navigate ever-changing markets while building lifetime relationships.

    • 29 min
    The Financial Brand Forum: Top Takeaways

    The Financial Brand Forum: Top Takeaways

    Returning from the biggest conference on digital strategies for the banking industry, James White, industry principal for banks and credit unions at Total Expert, joins Joe Welu to break down the key themes and takeaways from The Financial Brand Forum conference. Tune in as they discuss where banks and credit unions are focusing their attention heading into 2023 and how they can outpace their competitors with a memorable customer and member experience.

    • 34 min
    Back to Basics: Growing in a Contracting Market

    Back to Basics: Growing in a Contracting Market

    As mortgage lenders face market uncertainty among rising interest rates, there's no question lenders need to play offense to help get consumers into their dream home. Traci Huntemann-Piatt, vice president of marketing at Envoy Mortgage, joined Joe Welu to discuss how she is leading her team to tackle the market, how to remain nimble, and how to go "back to the basics" to mine your database and uncover new opportunities.

    • 19 min
    Tales from the Trenches

    Tales from the Trenches

    The mortgage industry continues to experience its fair share of shake-ups. As the fed raises rates and we're seeing consumer sentiment at all-time lows, trusted financial advisors are needed now more than ever to help consumers navigate choppy waters. In this episode, Total Expert Chief Lending Officer Dan Catinella joins Joe Welu to break down all of the recent headlines and find the silver lining among tumultuous times.

    • 29 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

KC in CA ,

Expert Strategies

This is a great show...Joe Welu gives great action items to get you thinking and moving - especially on days when I'm not feeling motivated.

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