Expert Insights

What could be more impactful than the internet? Joe Welu discusses what businesses need to know about artificial intelligence (AI) and how it can - and should - change the way you do business.

Companies are asking the wrong questions when it comes to using technology to increase productivity and improve the customer journey. Joe Welu explains the key to getting the most out of your tools, resources and relationships.

Companies who want to maximize the customer experience need to embrace the absolutely necessary evolution of the Chief Marketing Officer role. Joe Welu explains how these changes will help you grow the lifetime value of the customer and your bottom line.

Consumer expectations have risen. Are your standards and practices keeping up? Joe Welu explains three essentials for acquiring customers and winning their business for life.

The use of technology for marketing by banks and mortgage lenders started with compliance needs and has evolved to a customer-centric focus. Joe explains how technology is helping companies make an impact where it's easiest, reinforce relationships and build customers for life.

Could you use a revenue lift? Total Expert CEO Joe Welu explains how focus and effort in two areas can improve your conversion and retention rates as well as your bottom line.

Technology plays a huge role for businesses and consumers today. As technology - and people - become more sophisticated, it's important to understand the importance of humanization in the customer journey. Joe Welu explains how simple this seemingly complex concept is for banks, lenders and financial services.

A lot of companies find themselves outside their comfort zones in today's market, but that's where great things can happen! Joe Welu explains what it takes to thrive at a time when others are collapsing under pressure.

Just doing what you're comfortable with is no longer enough to win in today's market climate. Joe Welu explains how winning companies who force adoption and best practices are picking up deals "by accident" that would otherwise be falling through the cracks.

The mortgage and housing market have changed. Joe Welu shares the keys to success at a time when many companies are at risk of becoming part of the carnage.

Margin compression and squeezed profits, rising rates and a market reset - are you playing offense or taking cover? Joe Welu explains how companies nationwide are dealing with increasing challenges. What best describes your company - proactive or panicking?

Companies and producers who want to move the needle need to have empathy for the customer experience. Joe Welu explains how to embrace the customer mindset to meet customer expectations.

In order to win, companies need to cut through the noise and "get personal" with customers. Joe Welu explains how to use personalization to build trust and relationships at scale.

Companies and sales people are in a race to meet consumers' expectations. Joe Welu explains how to anticipate your customers' needs so you can interact with them on their terms, when they're ready to transact.

In a climate of margin compression, more producers doesn't necessarily mean more profit. Joe explains what smart organizations are doing to increase productivity this year and beyond.

In order for an initiative to be successful, organizations must define what success looks like. Joe Welu explains the difference between actions and results and how to leverage technology for the desired outcomes.

Best of breed products and services work together with their customers to build great companies. Total Expert CEO Joe Welu explains the difference between "technology's old days" and how the partnership mentality and approach is revolutionizing business.

Finding and delivering the data that your customers care about is critical in today's market climate. Joe Welu discusses the importance of establishing your expertise through education-centric marketing so consumers come to you when they're ready to transact.

How do you attract - and retain - "A" people? Joe Welu explains step-by-step what the companies who are winning do to bring in - and keep - the people who help advance the vision and grow the bottom line.

There are three things that successful companies and producers are doing to get ahead. Joe Welu explains what it takes to pull away from the pack in today's tech savvy market.

When it comes to marketing, are you innovating or just coping? Joe Welu discusses why it's hard to disrupt the mega brands and explains how to remain relevant and avoid "getting eaten" in a changing market climate driven by technology.

Technology can propel or derail your business. Joe Welu explains what more than half of upper managers in financial services believe is holding their companies back from innovating and how to make sure you're on the right trajectory to succeed.

Top producers know real success goes beyond transactional thinking when it comes to making clients for life. The same is true for your competition. Joe Welu explains how to innovate to remain relevant and on the radar of the people and community you serve.

Large organizations are leveraging the power of individual producers' brands for a win-win market approach. Joe Welu explains how companies and practitioners can align for mutual benefit and maximum success.

There's no "secret sauce," but there are best practices. Joe Welu explains how a group of mortgage, technology and other related companies will convene to discuss what's on the horizon for the industry and their approaches to execution that set them apart.