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 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.
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
We know that seeing is believing. Let us show you the power of Total Expert.
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.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
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
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.
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
