Pre-Configured Workflows
Centralized Content Reviews and Approvals
Make sure every marketing asset meets your brand’s highest standards and the latest regulatory requirements with a simple, streamlined process for reviews and approvals.
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features
Eliminate bottlenecks and maintain compliance
Create a streamlined approval structure to ensure that all sales and marketing assets meet brand and regulatory guidelines without slowing down your campaigns.
Fewer headaches, more peace of mind
Disclaimer management
Create and update footers and disclaimers from one centralized library—and ensure they stay up to date by pushing automatic updates to any asset using a footer template.
Required approvals
Improve your speed to market by establishing clear approval workflows that ensure key stakeholders review and approve content before you push it out to your leads and customers.

Be confident in your compliance reviews
Comprehensive audit trails
Create an easy-to-track audit trail for content review and approvals to ensure that all edits are visible for stakeholders to accept or reject.
On-demand reporting
Build, store, and export comprehensive audit reports that include every marketing and co-marketing asset you’ve sent to leads and customers via Total Expert, then share it with your compliance and leadership teams.

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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Resources
Knowledge & insights
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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