Jul 23, 2020
Sue Woodard, Chief Customer Officer at Total Expert, joined the Financial Experience Podcast to discuss how she sees trust-building continuing to evolve in the financial world.
We discussed what a blend of strong leadership and practical use of data can do for an organization and how organizations can use software to...
Jul 7, 2020
The odds can be stacked against you. Rouvaun Walker, CEO of Mortgage company PHINANCEUS, joined the Financial Experience Podcast to discuss his career as a financial professional, the start of his new company, and what he sees as the keys to make the latest outpouring of support for Black Lives Matter turn into lasting...
Jul 1, 2020
If financial services companies are serving an average of 600 customers per employee, is there an opportunity to improve that?
“Absolutely,” says Joe Salesky, CEO of the popular financials services CRM platform, CRMNEXT.
Our latest podcast explores a little internet and tech history (did you know Joe helped build...