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Expert Insights

Expert Insights

De : Total Expert
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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.

Copyright 2023 Total Expert Inc. | Expert Insights | All Rights Reserved
Direction Economie Management et direction
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    Épisodes
    • Key Takeaways On The Dreamforce Conference: Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley
      Oct 23 2023

      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 largest event. Patrick shares the trend of AI and how Salesforce continues to invest in them. Joe shares the importance of the trust layer in the data. Let’s join Patrick and Joe in today’s conversation to find value in partnering with Salesforce.

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      19 min
    • Better Together with Salesforce: 2023 Dreamforce Recap
      Oct 11 2023

      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 experience from another incredible event. We’ll also discuss the strength of the Total Expert and Salesforce partnership and how it unlocks value and offers the best possible solution for joint customers.

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      22 min
    • A Closer Look At The Mortgage Space Mid-2023 With Julian Hebron
      Aug 7 2023

      We’re halfway down 2023. For anyone who knows how to stay afloat in the mortgage space, that means keeping yourself abreast of what happened and what trends to expect. In this episode, Joe Welu interviews Julian Hebron, the founder and CEO of The Basis Point, to give us a closer look at the mortgage space in mid-2023. Is the worst over despite the recent challenges and rising interest rates? Will we see a potential improvement in the next six to 12 months? Julian shares his data-driven insights, helping you navigate across issues in the lending and mortgage market—from lender profitability to affordability challenges for homebuyers. Keep your eyes open for the market realities and the constantly changing landscape of the space. Tune in to not only readily take on the hurdles your way but also the opportunities to drive your success!

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      41 min
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