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.

One platform to manage your customer relationships

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.

To go further, go 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.

Co-branded materials across all channels
Easy to understand data and insights

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.

See it in action

How We're Different

Expand your network and increase revenue

360-degree customer view

Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.

TrueIntent insights

Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.

Segmentation

Segment your contact lists to deliver tailored messaging in every campaign.

Prioritized lead & contact lists

Engage critical contacts at the right time without hunting through your database.

Always-on nurture

Develop relationships with customers even if they don’t have a need for your products today.

Multichannel campaigns

Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.

Digital content & social media

Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.

Co-marketing campaigns

Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.

Reporting & dashboards

Track campaign performance, analyze what works, and identify gaps to boost ROI.

One platform to manage every relationship

To go further, go together

Performance tracking and data insights

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.

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.

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

One platform to manage every relationship

Joint 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.

To go further, go 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