Episode Details

Today, we welcome James White, general manager of banking at Total Expert, to the Banking Transformed podcast.

In today's digital world, understanding customers and delivering personalized experiences have become critical capabilities for banks to drive growth. However, many institutions still struggle to gain a complete view of each customer and orchestrate relevant engagements across channels.

Our discussion with James White explores how banks and credit unions can leverage customer intelligence, personalize journeys, and leverage human + digital touchpoints to transform relationships and performance.

This episode of Banking Transformed Solutions is sponsored by Total Expert

Total Expert is the leading fintech software company that delivers a purpose-built customer engagement platform for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.

Visit totalexpert.com to learn more.