How do we become trusted advisors to people who aren’t quite ready to buy, borrow, or transact? Professionals in these spaces are often looking to remove the human with apps, tools and bots, but is that the pathway to a positive and productive CX?

In this episode we dive into the world of data sharing, consumer control, and the future of the mortgage industry. We’re joined by Brian Vieaux, President and COO at FinLocker, a company that challenges and enables banks, credit unions, and mortgage lenders to re-imagine customer relationships and to provide personalized financial solutions and experiences. Their solution: a mortgage readiness set of tools.

Join us as we discuss:

What it really means to be a B2B2C company
How FinLocker’s technology is revolutionizing the mortgage process, empowering consumers and loan officers alike
Why the local loan officer is still the hero in the mortgage industry

More information about Brian Vieaux and today’s topics:

LinkedIn Profile: https://www.linkedin.com/in/brianvieauxcmb/
Company Website: https://finlocker.com/
Other Relevant Links: FinTalk Newsletter; FinTech Fridays on LinkedIn; Andria Thomas on LinkedIn, Sandro DiNello on LinkedIn, Steve and Rocky’s (Brentwood Grille)

264. Personalizing the Path to Homeownership w/ Brian Vieaux