Overcome Your Co-Marketing Challenges

Learn what activities to avoid when entering into a lender-Realtor co-marketing partnership. As mortgage companies have started shifting their marketing budgets away from MSAs, a few common co-marketing pitfalls have surfaced. This guide details how to effectively co-market with your partners and avoid potential problems.


It’s a huge win when a consumer makes their first transaction to become a customer or member of your financial brand.

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How CMOs Can Attract & Retain Creative Data Experts

Posted by: Joe Welu

On: May 07, 2019

I’ve been making the case here for a while that the role of the CMO is changing in the financial services industry.

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Key Alliances for Tomorrow's CMO

Posted by: Total Expert Team

On: April 30, 2019

As we’ve mentioned here before, the role of the financial services CMO is evolving.

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