Pre-Configured Workflows

Centralized Content Reviews and Approvals

Make sure every marketing asset meets your brand’s highest standards and the latest regulatory requirements with a simple, streamlined process for reviews and approvals.

Centralized reviews and approvals graphic

Fewer headaches, more peace of mind

Things move fast in the digital world. With multiple projects in motion and team members working hard to support your customers, it’s easy for critical reviews and approvals to slip through the cracks. Workflow management tools ensure that every asset remains compliant without bogging down your internal processes. 

Disclaimer management

Create and update footers and disclaimers from one centralized library—and ensure they stay up to date by pushing automatic updates to any asset using a footer template.

Required approvals

Improve your speed to market by establishing clear approval workflows that ensure key stakeholders review and approve content before you push it out to your leads and customers.

Be confident in your compliance reviews

Comprehensive audit trails

Create an easy-to-track audit trail for content review and approvals to ensure that all edits are visible for stakeholders to accept or reject.

On-demand reporting

Build, store, and export comprehensive audit reports that include every marketing and co-marketing asset you’ve sent to leads and customers via Total Expert, then share it with your compliance and leadership teams. 

Compliance reporting and audit trails

See it in action

How We're Different

Digital tools to create customers for life

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.

Knowledge & insights

Stay up to date with the latest financial news, industry trends, and Total Expert tips.

Fewer headaches, more peace of mind

Things move fast in the digital world. With multiple projects in motion and team members working hard to support your customers, it’s easy for critical reviews and approvals to slip through the cracks. Workflow management tools ensure that every asset remains compliant without bogging down your internal processes. 

Create and update footers and disclaimers from one centralized library—and ensure they stay up to date by pushing automatic updates to any asset using a footer template.

Improve your speed to market by establishing clear approval workflows that ensure key stakeholders review and approve content before you push it out to your leads and customers.

Create an easy-to-track audit trail for content review and approvals to ensure that all edits are visible for stakeholders to accept or reject.

Build, store, and export comprehensive audit reports that include every marketing and co-marketing asset you've sent to leads and customers via Total Expert, then share it with your compliance and leadership teams.