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The Total Expert Marketing Operating System® (MOS) connects co-marketers with powerful collaboration solutions that increase reach and establish trust to build customers for life. 

Create Amazing Customer Experiences. Together.

Stay in front of prospects and customers with a 360-degree view of your co-marketing activities, so you can collaborate on hyper-relevant messaging that connects with customers on a personal level.

  • Build Relationships

    Work together to build customer relationships, collaborating on multi-channel marketing campaigns that add value, build trust and earn loyalty.

  • Foster Better Partnerships

    Connect with co-marketing partners to share insights and rapidly deploy personalized co-marketing messages.

  • Protect Your Organization

    Secure customer and organizational data with audit-level reporting and asset permissions for all co-marketing activity.

Team Up for Powerful Enterprise Collaboration

Increase the impact of sales and marketing activities with a co-marketing solution built to support strategic financial services relationships.

  • Partner Database

    Monitor co-marketing activity across a searchable partner database to target areas for growth.

  • Single Partner View

    Drill down into each individual co-marketing relationship and track the results of joint activities to guide future success.

  • Collaborative Contact Sharing

    Manage co-marketing leads while also marketing their services independently.

Seamless and Flexible Teamwork

Total Expert empowers co-marketing partners to avoid common collaboration headaches.

  • Speed to Market

    Deploy co-marketing in minutes rather than days using pre-approved content from our Expert Content premium library or custom co-marketing templates.

  • Customer Personalization

    Customize campaigns to fit the organization’s needs with personalized lead nurturing, custom contact groups and multi-touch marketing.

  • Simple Approval Workflows

    Pre-approve co-branded templates to ensure compliance and prevent rogue marketing campaigns.

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