Expert Insights
de Total Expert
Episódio mais recente
Shant Banosian: Building a Business Without Limits and Reimagining…
Shant Banosian: Building a Business Without Limits and Reimagining…
Sobre este 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.
Episódios
Os 20 episódios mais recentes de 109
- Shant Banosian: Building a Business Without Limits and Reimagining What's Possible in the AI Age · 56 min · Temporada 5 Episódio 1Ever wondered how one loan officer can build a billion-dollar business? In this episode of the 10x Lender Series, Total Expert Founder & CEO, Joe Welu, sits down with Shant…
- Respecting Transactions by Humanizing the Homebuying Journey · 34 min · Temporada 4 Episódio 6At 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…
- Incubating AI Specifically Designed for the Mortgage Industry · 26 min · Temporada 4 Episódio 5The 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…
- Activating Data the Right Way for a Targeted Purpose · 28 min · Temporada 4 Episódio 4The 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…
- Enhancing Education and Engagement for Medicare Insurance Agents · 43 min · Temporada 4 Episódio 3Medicare 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…
- 2024 Housing Market Outlook, Analysis, and Insights · 28 min · Temporada 4 Episódio 2The 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…
- Increasing Customer Lifetime Value in Financial Services · 21 min · Temporada 4 Episódio 1Total 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…
- Risks & Opportunities Around the Rate Environment in 2024 · 11 min · Temporada 3 Episódio 13It’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…
- Maximize the Rate Environment and Seize Refinance Opportunities · 8 min · Temporada 3 Episódio 12Wed. 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…
- Key Takeaways On The Dreamforce Conference: Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley · 19 min · Temporada 3 Episódio 11What’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…
- Better Together with Salesforce: 2023 Dreamforce Recap · 22 min · Temporada 3 Episódio 11Join 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…
- A Closer Look At The Mortgage Space Mid-2023 With Julian Hebron · 41 min · Temporada 3 Episódio 10We’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…
- Exploring Challenges And Opportunities In The Insurance Industry: Communication, Collaboration, And The Role Of AI With Chris Cline And Ilya Filipov · 35 min · Temporada 3 Episódio 9Unique challenges and technological transformations are reshaping the insurance industry as we know it. How should agencies position themselves to benefit from these changes?…
- The Evolution of the Housing Industry with Clayton Collins · 29 min · Temporada 3 Episódio 8There are a lot of changes in the housing industry right now, and with all the layoffs and right-sizing going on, it’s easy to feel like the industry is going through a downturn…
- Journey to the Top with Shant Banosian · 36 min · Temporada 3 Episódio 7The journey to the top is not all about peaches and rainbows. After all, to reach the top, you have to start from the bottom and go through steep inclines. This metaphor…
- Silicon Valley Bank (SVB): What Happened And The Opportunity With James White And Dan Catinella · 28 min · Temporada 3 Episódio 6Headlines were flooded with the news of the Silicon Valley Bank (SVB) collapse, leaving consumers with questions and uncertainty. Banks and lenders, on the other hand, are trying…
- Marketing In Today's World: Understanding Gen Z Consumer Attitudes And Mindsets With Shashank Shekhar · 32 min · Temporada 3 Episódio 5Today's market demands a deeper understanding of consumer attitudes and mindsets, which often differ from what we see in the media. It's time to ditch the outdated tactics and…
- Best Practices For Maximizing Growth With Dan Catinella · 41 min · Temporada 3 Episódio 4Consider this episode your one-stop shop for top strategies and tactical methods to help your organization drive deal flow and become a growth engine. In this special three-part…
- Raising Industry Standards Using Tech and Innovation with Katherine Campbell · 33 min · Temporada 3 Episódio 3The industry has shifted where we now have to rely on tech and innovation to create opportunities and ride the changing tides. However, the drawback is it keeps our heads in the…
- Technology Evaluation: Tech Stack Or 'Franken-Stack?' · 16 min · Temporada 3 Episódio 2Guess 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…
