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The customer relationship is built on trust and personalized attention across complex financial transactions. The Total Expert Marketing Operating System® makes it easy for financial services organizations to deliver hyper-relevant messaging and drive better customer experiences.

Turn Consumers and Prospects into Customers for Life

Create stronger customer relationships with data-driven marketing to deploy personalized content across digital, print, email, social, SMS and more.

  • Relationships that Stand the Test of Time

    Leverage Journey Creator to deliver timely, relevant and consistent communications to move past single transactions to build customers for life.

  • Scalable Customer Experiences

    Engage prospects, partners and customers consistently as your salespeople and relationship managers grow their books of business with intelligent automation.

Champion Speed and Scale

Equip your teams with centralized processes to create, approve and deploy hyper-personalized messaging that drives growth and revenue. Make one-to-one connections with multi-channel marketing across the entire customer lifecycle.

  • Eliminate Manual Workflows

    Streamline marketing compliance with customized, automated workflows that allow you to track and manage marketing assets across the entire customer lifecycle.

  • Keep Your Brand on Track

    Access Expert Content, a premium content library built specifically for the unique needs of the financial services industry. Or simply customize and create your own.

  • Approve and Deploy Assets in Minutes

    Empower salespeople and relationship managers to expand their referral database with the ability to customize and deploy pre-approved marketing assets in minutes.

Harness Big Data for Better Control – and ROI

Help your salespeople and relationship managers become a customer’s lifelong financial partner, with modern ROI tracking and data for every marketing channel, campaign and user.

  • Create User Dashboards

    Design individual user dashboards that track and monitor the KPIs that matter most and can help guide data-driven communication.

  • Integrate Your Marketing Data

    Connect all your applications on a single software solution with open APIs for a 360-degree view of your customer.

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