Co-market at scale with a profile-based system designed for collaboration.
Use Total Expert’s Co-Marketing Platform To Maintain True Transparency Into All Co-Marketing Activity.
Centralize your co-marketing for greater transparency.
Ensure transparency for all co-marketing activities by managing your efforts from one dashboard.
Manage Your Relationships
Build and nurture your relationships with co-marketers easily by inviting them to collaborate on marketing in the Total Expert platform.
Retain Complete Control
Exercise control over which assets, permissions and functions are available to co-marketers and team members.
Protect Your Organization
Protect your entire organization with audit-level reporting and tracking on each co-marketer’s activity and all deployed assets.
A collaborative CRM built for co-marketing relationships.
From the perspective of industry leaders who understand the current co-marketing climate and the needs of financial services enterprises, Total Expert is built from the ground up, catering to the industry’s needs.
Target your growth with a searchable database of the most active lines of business or co-marketers.
Single partner view
Gain insight into all of your joint marketing activity and manage your relationships for greater success.
Collaborative contact sharing
Manage leads generated with co-marketers or across lines of business while also marketing your services independently.
Multi-channel co-marketing, made easy.
You don’t need experience coding or as a marketing professional to deploy co-marketing print and digital material rapidly.
Transparently promote each co-marketer’s service to consumers with co-branded print and digital marketing assets.
Customize your platform to fit your organization’s needs with personalized, multi-touch lead nurturing campaigns and custom contact groups.
Automate Approval Workflows
Pre-approve co-branded templates to ensure compliance before marketing campaigns launch.