If there’s one industry that holds the most personal customer data, its financial institutions. But are the customer experiences matching up to show consumers their bank or lender truly knows who they are? Hunter Young from HIFI Agency joins Total Expert’s Sue Woodard to share quick wins financial institutions can implement today to elevate their customer experience. Plus, they dive into the hot topic of embedded finance and what it means for the industry. Grab your shoes, take a walk, and tune in now! To hear more from Hunter, visit financialexperiencepodcast.com.

Looking to go the extra mile for your customers? Get expert tips from Corey Trujillo of American Financial Network as she shares customer success best practices, how to differentiate on experience, and what you can start doing today to get inside the minds of your customers.

Digital Growth Institute Founder & CEO James Robert Lay joins Sue Woodard to discuss building “the growth team” to deliver a top-notch customer experience. Get your steps in and uncover why the majority of digital transformation projects are failing, and what you can do to ensure success. To learn more, snag your own copy of James Robert Lay’s newest book: https://www.digitalgrowth.com/banking-on-digital-growth-book

Walk a mile with Total Expert Chief Customer Officer Sue Woodard and founder of THRIVE Strategic Services Anne Legg. They cover all things related to leveraging your data to deliver exceptional customer and member experiences as well as best practices to set up your internal teams for change. To learn more about THRIVE Strategic Services, visit anneleggTHRIVE.com.

Grab your shoes, embrace the great outdoors, and take a walk with Sue Woodard and Michael Guidotti of American Pacific Mortgage. They’ll break down some of the biggest changes to the digital lending experience and what’s helping American Pacific Mortgage stay connected with their customers.

Step outside and join Sue Woodard and Brittany Hodak for the first episode of Fresh Takes! 2020 was a wild ride and impacted the customer (and employee) experience in more ways than one. So, what does that mean for the year ahead? They unpack this and more, plus Brittany shares what she’ll be focused on in her new role as Chief Experience Officer.