Customer Intelligence

Turn Your Database into an Appreciating Asset

5 mins read
February 27, 2023
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Turn Your Database into an Appreciating Asset

The average consumer will make 11 mortgage-related transactions in their lifetime. Yet lenders and loan officers only capture 2-3 of those transactions. That’s less than 25%! Why? They don’t treat their customer database like an appreciating asset—something that can and will deliver value for years if properly nurtured.  

Join Total Expert’s VP of GTM Strategy Ryan Picchini and Chief Lending Officer Dan Catinella as they break down how you can:  

  • Turn data into actionable tactics that help you retain customers  
  • Maintain—and grow—your market share
  • Uncover high-quality leads within your existing database

Meet the speakers

Ryan-headshot
Ryan Picchin
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VP of GTM Strategy, Total Expert

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Dan Cantinella
Chief Lending Officer, Total Expert

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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.