One of the biggest challenges for mortgage professionals is keeping in contact with all their potential customers – but what if they had a personal assistant who never forgot, never made a mistake, and never let a customer fall through the cracks?
The integration create a fully digital application process for borrowers
Whether to rebrand or keep your company’s image unchanged is an important – and potentially costly – decision. Paul Nelson explains how to know when it’s time to revamp your image
How can you become that person who leaves their mark on others through inspirational and memorable conversations? Georgia Murch reveals what to avoid
Happy staff and front-line customer service representatives translate into happy customers. Richard Maloney reveals how to boost staff morale to increase referrals and improve the bottom line
Young consumers integrate mobile devices into practically every part of their life. That provides a great opportunity for savvy marketers
As blogs, newsletters and videos become normal modes of client communication, financial services professionals are heading into a brave new world of digitization
Marketing isn’t just about gaining customers – it’s about keeping them