Marketing Operating System

The Foundation for Your Customer for Life Strategy

The Total Expert Marketing Operating System® (MOS) is built to the exact specifications of banks, credit unions and lenders. We combine marketing and CRM functionality with our proprietary intelligent automation engine, empowering you to manage the customer journey across the entire lifecycle.

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Exceed Customer Expectations

Break down silos between your marketing and customer-facing teams. Better yet – ensure they are tightly integrated. With massive amounts of data to manage and growing consumer expectations about how they interact with your brand, you need a marketing technology platform that effectively supports your marketing and growth goals – and allows you to move fast and innovate.

The Total Expert MOS is the foundation of empowering financial services organizations to deliver their value proposition to the market. Power your marketing and customer-facing teams while ensuring you stay compliant with complex regulations and corporate brand standards.

What is it?

Total Expert Marketing Operating System®

Marketing

Centralize the deployment of multi-channel marketing, including social, print and digital, giving you the ability to track and report on all marketing activities. In doing so, your team can go to market quicker, delivering the right message to the right person at the right time.

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Intelligent Automation

Leverage the data from your CRM with intelligence-driven automation to power smarter, personalized marketing across all channels, including email, print, social media, landing pages, digital and text messaging.

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Sales/CRM

Lead management and contact data is critical to your marketing strategy. The MOS harnesses data from a variety of sources, fueling your knowledge of how customers and prospects interact with your marketing so you can make intelligent decisions about how best to engage them in the future.

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Open API

Data is everything. If you don’t leverage your data to better serve your customers, someone else will.

Our open API allows you to connect and leverage data from your corporate applications, lead capture services, consumer lending applications, wealth management applications, your auxiliary CRMs and reporting updates – and pull data out as well. In addition, our MOS integrates with other best-of-breed technology solutions so your entire marketing stack can be managed from a single location.

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