Co-Marketing
Drive More Referrals from Professional Relationships
Tap into your professional network to create engaging co-marketing campaigns that expose your brand and products to new audiences.
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features
Expand your reach and grow your business
Drive a steady flow of new leads with tools to create co-branded collateral and build mutually beneficial relationships with realtors and other professional contacts.
One platform to manage every relationship
Referral contact management
Connect with co-marketing partners directly in the Total Expert platform to view shared contacts and manage each relationship.
Partner-specific insights
Access key insights for every co-marketing partnership to understand what’s working and how you can make improvements that benefit everyone.
Customized campaigns
Build powerful campaigns around shared goals for the partnership and provide regular performance updates to key stakeholders.
Go further, together
Seamless multichannel experiences
Distribute co-branded materials across every available channel to reach larger audiences without doubling the work—or the cost.
Compliant pre-built content
Use pre-approved content from industry experts to get to market faster while adhering to brand and regulatory requirements, like RESPA.
Scalable personalization
Segment contacts into detailed lists to nurture leads along the correct path, build brand awareness, and develop relationships before they even become customers.
Performance tracking and data insights
Real-time dashboards
Understand how campaigns are performing to know where to invest time and resources and optimize your ROI.
Workflows and permissions
Manage approvals and asset permissions to create pre-approved co-branded templates, providing a worry-free audit trail.
Detailed reporting
Get the full picture of how your co-marketing campaigns are performing and what’s resonating with each audience to adjust your strategies.
features
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Prioritized Lead Lists
Quickly identify which customers and opportunities to engage.
360-Degree Customer View
Pull together data from your entire tech stack to create complete customer profiles so you can initiate the next best discussion or present the more relevant product for each customer’s financial journey.
Engage SMS
Stay connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements.
Dynamic Journeys
Utilize intelligent Journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regualtory compliance.
Always-On Nurture Programs
Set up non-intrusive campaigns that help develop relationships with prospects by staying connected and in front of customers even if they don’t have an immediate need for your products.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
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Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
MARKETING AUTOMATION
Connect customers with the content they need, when they need it
Make every interaction impactful through customized, multichannel campaigns and personalized journeys that combine digital and human touchpoints—all tailored to that customer’s financial needs and goals.
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo