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Retail Banking

The marketing operating system built to modernize marketing for retail banking.

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Modern financial institutions must effectively market their services and manage their brand in a heavily regulated industry.
Total Expert is your trusted partner.

Create, track and deploy marketing


Deploy consistent branding and messaging that can be personalized and customized at the local level using intelligent automation. Support complex marketing and sales initiatives with speed and efficiency across all marketing channels, including print, social, digital and email.


Centralize your organization’s marketing and branding activities in one dashboard for greater transparency and control. Co-market across lines of business and with strategic external and internal partners.

Centralize your organization’s co-marketing
Simplify compliance reporting and audit tracking


Built specifically for the industry’s unique compliance requirements. All marketing created and distributed across the enterprise is tracked with audit level reporting, including detailed approval workflows and distribution data.


Amplify the productivity of your organization with robust contact and database management tools for every facet of your business.

Lead and Contact Management
Integrated Marketing Operating System


Our modern API allows deep integrations with internal and external applications and data providers, allowing you to leverage the power of intelligent automation.

Automate Your Marketing Today

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