Co-Branding Guide — Smartflow Partner Materials
This guide explains how certified Smartflow partners may customise co-branded materials for prospect-facing use. Read before creating any co-branded document.
Logo Placement
All co-branded materials use a standard two-logo header:
┌─────────────────────────────────────────────────────────┐
│ [Smartflow logo — top left] [Partner logo — top right] │
└─────────────────────────────────────────────────────────┘
- Smartflow logo: Top-left. Use only the approved Smartflow logo file provided in your partner kit. Do not resize, recolour, or modify.
- Partner logo: Top-right. Use your organisation's standard logo. Maintain consistent proportional sizing with the Smartflow logo.
- Minimum clear space: Equal to the height of the letter "S" in Smartflow on all sides of each logo.
- Background: White or light neutral only. No dark backgrounds on the standard co-branded template.
What Partners May Customise
| Element | Partner may customise? | Notes |
|---|---|---|
| Prospect name in headline or intro | ✅ Yes | Personalise to bank or organisation name |
| Partner introduction paragraph | ✅ Yes | 2–3 sentences max. Describe your firm's role and relationship context. |
| Partner contact details | ✅ Yes | Name, email, phone, LinkedIn of the partner's account owner |
| Partner logo | ✅ Yes | Replace placeholder with your approved logo |
| Meeting context or discovery notes | ✅ Yes | Add a brief "Why we're talking" paragraph if helpful |
| Product descriptions | ❌ No | Use only the approved text from the collateral library |
| Capability claims | ❌ No | Do not add or modify any capability statements |
| Accuracy numbers | ❌ No | Use only the approved ranges: 90%+ automated, 95%+ post-HITL |
| Proof points and statistics | ❌ No | Do not modify any quantified outcome figures |
| Roadmap statements | ❌ No | Do not change the quarter references for planned capabilities |
| Smartflow logo | ❌ No | Use the approved version only |
Approval Process
All co-branded materials must be approved by the Smartflow marketing team before sending to prospects.
Process:
- Download the co-branded template:
_TEMPLATE-co-branded-one-pager.mdfrom the partner source package - Fill in only the permitted customisation zones (marked with
[PARTNER: ...]in the template). - Export or render the file to PDF.
- Submit to marketing@marketnode.com with subject line:
Co-brand review — [Your Firm] — [Prospect Name] - Smartflow will review and return within 5 business days.
- Once approved, the document is cleared for use with that specific prospect.
Do not send co-branded materials to prospects before approval is confirmed in writing.
Customisation Zones in the Template
The co-branded template marks approved customisation zones clearly:
[PARTNER: Your firm name here]
[PARTNER: Your contact details here]
[PARTNER: 2-3 sentence introduction paragraph]
[PARTNER: Prospect bank name here]
Everything outside these zones is locked content. Do not edit text outside customisation zones.
Use Restrictions
- Co-branded materials are approved for use with the specific named prospect only.
- Do not repurpose an approved co-branded document for a different prospect without re-submitting for approval.
- Do not post co-branded materials publicly (website, LinkedIn, social media) without explicit written permission from Marketnode.
- Do not share co-branded materials with other partners or third parties.
Available Templates
| Template | Description |
|---|---|
_TEMPLATE-co-branded-one-pager.md | Core Smartflow overview, co-branded for a specific prospect |
Additional templates (loan onboarding, covenant monitoring) will be added as the partner programme expands.
Contact for Co-Branding
Marketing team: marketing@marketnode.com
Review SLA: 5 business days
Urgent requests: Contact your sales lead at partnerships@marketnode.com to expedite.
Non-compliance with co-branding guidelines may result in suspension of co-branding privileges. Repeated non-compliance may affect partner programme standing.