5 Do’s and Don’ts for Mortgage Marketing with Mortgage Rates Dropping

Mortgage broker and customer shaking hands

How to Maximize Outcomes Today and in Six Months In great news for house-shoppers, house owners, and mortgage companies, average 30-year mortgage rates just dropped to their lowest level in over a year. As of early August, 30-year mortgage rates stood at 6.125%.  This “means better pricing to consumers, incentivizing them to take advantage of […]

AI Helps Financial Institutions Manage Complex Customer Questions

A young woman accesses a financial institution online to get answers to her complex customer questions.

Financial institutions are operating in an increasingly complex environment, and so are their audiences. Today’s banks, brokerages, and financial advising firms have to answer increasingly complex customer questions. And customers are willing to go wherever the quickest answer is available. Within that environment, building a strategy to answer complex customer questions—no matter how nuanced they […]