Fresh Takes by Total Expert

Brian Vieaux - Zero-Party Data: How Well Does Your Financial Institution Know You?

There’s no shortage of consumer data but the real question is, “How does your organization access and act on that data?” Listen in to FinLocker President and COO Brian Vieaux and our own Sue Woodard for data best practices and how to serve up personalized recommendations throughout your customers’ financial journey.

Doug Wilber - The Social Media Playbook for Financial Services

When it comes to connecting with consumers all over the world, where should you turn? Social media. Sue Woodard is joined by Denim Social CEO Doug Wilber who shines a light on the power of social media and utilizing it to nurture customer relationships. Doug answers the million-dollar question, “How does your brand connect with consumers on social media?” For more information, visit denimsocial.com [http://denimsocial.com/].

Brian Covey - Becoming the Lender for Life

Pro soccer player turned VP of one of the largest mortgage companies in America, loanDepot VP, Regional Production Brian Covey joins Sue Woodard to share how their lenders are standing out and delivering superior customer experiences. Listen in to hear Brian’s take on becoming consumers lender of choice and forming lifelong financial relationships. To learn more, visit www.briancovey.com [http://www.briancovey.com/].

Mel Marsh - Stand Out with Positive Memorable Customer Experiences (PMCEs)

As consumers navigate their own life journey, they need a trusted financial advisor on their side. Someone who knows them, values them, and has their best interest in mind. Sue Woodard is joined by Mel Marsh of Cardinal Financial who details how to deliver PMCEs and be your customers’ go-to partner for all of their financial needs.

Kristen Brabants - Employee Empowerment Yields Exponential Growth

Empowering originators to be the CEO of their business led Guaranteed Rate to once again have the most originators on the 2020 Scotsman Guide over any other company. Kristen Brabants and Sue Woodard break down what’s led to this repeat achievement and share best practices that other lenders can bring into their business.