Integrated DESIGN STUDIO
Self-Service Design Suite for Compliant, Dynamic, Data-Rich Marketing Assets
Total Expert Integrated Design Studio, powered by MAXA, brings the convenience and usability of point-and-click design tools to financial services organizations. Now, anyone can create compelling, compliant, branded marketing materials with a design suite that’s purpose-built for modern lenders, banks, and credit unions.
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ENTERPRISE-LEVEL DESIGN SOLUTIONS
Democratize and decentralize content creation
Unlike horizontal solutions that lack the ability to pull in dynamic, data-rich content, Integrated Design Studio gives enterprise designers and administrators the ability to create and manage pre-built templates that sales and marketing teams can personalize to forge deeper relationships with customers while ensuring brand and regulatory compliance.
Design tools that anyone can use
Give your designers and marketing administrators the freedom to create and manage customized collateral templates without the cost or complexity that comes with traditional design software.
Integrated Design Studio provides royalty-free images, videos, gifs, music, AI features, and more to provide limitless design options and speed to market.
Integrated Design Studio provides royalty-free images, videos, gifs, music, AI features, and more to provide limitless design options and speed to market.
InDesign uploader
Reduce time-consuming, redundant marketing requests with an InDesign uploader that quickly converts external InDesign files into dynamic templates for your team to customize.
Point & click personalization
Integrated Design Studio allows you to pull in data-rich content from a user’s profile in the Total Expert platform, giving loan officers the ability to personalize each piece of collateral with just a few clicks—no design skills required.Total Expert Design Studio pulls in data-rich content from a user’s profile in the Total Expert platform, giving bankers and loan officers the ability to personalize each piece of collateral with just a few clicks—no design skills required.
Sales collateral
Automatically populate a user’s contact info, license numbers, headshot, and other personal branding elements from their Total Expert profile.
Products & services collateral
Map text and images to be replaced with dynamic data including MLS listings, testimonials, rate scenarios, partner profiles, and more.
Maintain brand and regulatory compliance
Ensuring brand and regulatory compliance is a constant challenge for enterprise customers with decentralized teams. But Integrated Design Studio allows designers and administrators to lock down specific layers within each template, including text boxes, logos, fonts, colors, imagery, disclaimers, licensing, and more to keep your end users from going rogue when creating collateral.
Warning lock
If an image or text box is not customized by the user, this will notify them to double-check that the unchanged content meets their needs
Text-in-place lock
The user can edit content but not move it within the template
Move lock
The user can move and resize the content but not make edits
Admin lock
Content can only be unlocked by admins
Gray lock
Content can be unlocked by the user
“Financial institutions need to deliver high-quality, hyper-personalized content to meet consumer expectations today, so they need better ways to create that content at speed and scale. Total Expert Integrated Design Studio will give marketing teams a huge head-start creating digital and print collateral through customizable and compliant high-quality templates that can be tailored to fit their brand."
Joe Welu
Founder & CEO, Total Expert
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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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